See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,315 | $47,922+247.1% | $75,886+119.2% | $65,185+155.1% |
| Participation rate | 97.1% | 63.0%+34.1pp | 69.3%+27.8pp | 70.2%+26.9pp |
| Annual return | 1.73% | 24.12%-22.4pp | 30.76%-29.0pp | 29.38%-27.7pp |
| Employer contribution / active EE | $1,286 | $1,557-17.4% | $2,500-48.6% | $2,177-40.9% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $19,902 | $532+3644.3% | $5,418+267.3% | $847+2249.5% |