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 | $63,329 | $70,475-10.1% | $100,516-37.0% | $79,858-20.7% |
| Participation rate | 98.8% | 73.7%+25.2pp | 79.4%+19.4pp | 69.6%+29.2pp |
| Annual return | 1.78% | 21.90%-20.1pp | 30.89%-29.1pp | 31.71%-29.9pp |
| Employer contribution / active EE | $11,912 | $2,165+450.3% | $3,418+248.6% | $2,471+382.1% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,177 | $4,478-73.7% | $8,081-85.4% | $5,306-77.8% |