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 | $106,676 | $101,724+4.9% | $164,813-35.3% | $80,856+31.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.29% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,622 | $2,953+90.3% | $4,341+29.5% | $2,755+104.1% |
| Participant deferral / active EE | $2,703 | $4,477-39.6% | $6,031-55.2% | $4,296-37.1% |
| Admin fee / account holder | $6,676 | $8,227-18.9% | $12,690-47.4% | $6,918-3.5% |