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 | $55,359 | $84,233-34.3% | $170,442-67.5% | $70,131-21.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.89% | 23.06%-12.2pp | 205.93%-195.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $8,405 | $3,387+148.1% | $5,433+54.7% | $2,342+258.8% |
| Participant deferral / active EE | $2,499 | $3,086-19.0% | $4,939-49.4% | $3,332-25.0% |
| Admin fee / account holder | $41,530 | $5,698+628.9% | $13,880+199.2% | $4,645+794.0% |