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 | $80,910 | $95,416-15.2% | $185,823-56.5% | $85,850-5.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 6.03% | 23.59%-17.6pp | 122.05%-116.0pp | 318.53%-312.5pp |
| Employer contribution / active EE | $14,577 | $3,314+339.9% | $5,167+182.1% | $2,565+468.3% |
| Participant deferral / active EE | $4,050 | $3,423+18.3% | $5,568-27.3% | $3,952+2.5% |
| Admin fee / account holder | $32,637 | $7,213+352.5% | $16,237+101.0% | $6,260+421.4% |