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 | $66,316 | $53,822+23.2% | $75,696-12.4% | $85,850-22.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.70% | 24.54%-12.8pp | 104.53%-92.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $3,145 | $2,017+56.0% | $2,743+14.7% | $2,565+22.6% |
| Participant deferral / active EE | $4,441 | $2,895+53.4% | $3,821+16.2% | $3,952+12.4% |
| Admin fee / account holder | $626 | $3,343-81.3% | $3,619-82.7% | $6,260-90.0% |