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 | $83,570 | $88,672-5.8% | $105,223-20.6% | $82,448+1.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.77% | 30.86%-21.1pp | 180.65%-170.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $6,912 | $3,048+126.8% | $3,689+87.4% | $2,551+171.0% |
| Participant deferral / active EE | $2,368 | $4,036-41.3% | $5,072-53.3% | $4,139-42.8% |
| Admin fee / account holder | $10,310 | $7,146+44.3% | $8,859+16.4% | $7,234+42.5% |