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 | $109,460 | $109,881-0.4% | $150,045-27.0% | $84,808+29.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 8.35% | 28.25%-19.9pp | 62.55%-54.2pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,865 | $3,561-47.6% | $4,693-60.3% | $2,631-29.1% |
| Participant deferral / active EE | $12,605 | $6,636+89.9% | $7,997+57.6% | $4,212+199.3% |
| Admin fee / account holder | $30,366 | $8,568+254.4% | $13,435+126.0% | $7,344+313.5% |