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 | $74,200 | $65,041+14.1% | $90,951-18.4% | $79,858-7.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.64% | 30.45%-20.8pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $832 | $1,247-33.3% | $2,122-60.8% | $2,471-66.3% |
| Participant deferral / active EE | $1,323 | $2,512-47.3% | $3,373-60.8% | $3,740-64.6% |
| Admin fee / account holder | $712 | $4,536-84.3% | $5,959-88.0% | $5,306-86.6% |