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 | $72,645 | $72,277+0.5% | $101,248-28.3% | $79,858-9.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.93% | 22.30%-13.4pp | 46.47%-37.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $4,428 | $2,692+64.5% | $3,660+21.0% | $2,471+79.2% |
| Participant deferral / active EE | $5,654 | $3,282+72.3% | $4,370+29.4% | $3,740+51.2% |
| Admin fee / account holder | $12,304 | $4,400+179.6% | $5,945+106.9% | $5,306+131.9% |