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 | $36,742 | $85,202-56.9% | $172,739-78.7% | $72,985-49.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 9.83% | 27.32%-17.5pp | 802.84%-793.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $1,104 | $3,324-66.8% | $5,143-78.5% | $2,440-54.8% |
| Participant deferral / active EE | $3,722 | $3,260+14.2% | $5,198-28.4% | $3,607+3.2% |
| Admin fee / account holder | $1,768 | $5,884-69.9% | $13,954-87.3% | $5,124-65.5% |