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 | $31,697 | $53,516-40.8% | $126,539-75.0% | $84,808-62.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 9.22% | 58.34%-49.1pp | 425.95%-416.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,974 | $1,535+28.6% | $3,674-46.3% | $2,631-25.0% |
| Participant deferral / active EE | $2,880 | $2,671+7.8% | $4,083-29.5% | $4,212-31.6% |
| Admin fee / account holder | $7,633 | $4,497+69.8% | $6,065+25.9% | $7,344+3.9% |