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 | $118,618 | $122,239-3.0% | $184,203-35.6% | $74,495+59.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.73% | 19.95%-8.2pp | 28.81%-17.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,824 | $4,537-15.7% | $6,427-40.5% | $2,623+45.8% |
| Participant deferral / active EE | $9,866 | $7,139+38.2% | $9,131+8.0% | $4,346+127.0% |
| Admin fee / account holder | $12,047 | $1,260+856.4% | $13,901-13.3% | $1,942+520.4% |