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 | $56,659 | $58,512-3.2% | $84,015-32.6% | $72,985-22.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 14.74% | 28.93%-14.2pp | 71.31%-56.6pp | 81.00%-66.3pp |
| Employer contribution / active EE | $3,280 | $1,163+182.0% | $1,983+65.4% | $2,440+34.4% |
| Participant deferral / active EE | $3,011 | $2,394+25.8% | $3,239-7.0% | $3,607-16.5% |
| Admin fee / account holder | $2,173 | $4,569-52.4% | $6,101-64.4% | $5,124-57.6% |