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 | $61,408 | $101,724-39.6% | $164,813-62.7% | $80,856-24.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.75% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,067 | $2,953+3.9% | $4,341-29.3% | $2,755+11.3% |
| Participant deferral / active EE | $2,470 | $4,477-44.8% | $6,031-59.1% | $4,296-42.5% |
| Admin fee / account holder | $4,206 | $8,227-48.9% | $12,690-66.9% | $6,918-39.2% |