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 | $34,534 | $72,277-52.2% | $101,248-65.9% | $79,858-56.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.72% | 22.30%-12.6pp | 46.47%-36.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,417 | $2,692+64.1% | $3,660+20.7% | $2,471+78.8% |
| Participant deferral / active EE | $1,910 | $3,282-41.8% | $4,370-56.3% | $3,740-48.9% |
| Admin fee / account holder | $2,033 | $4,400-53.8% | $5,945-65.8% | $5,306-61.7% |