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 | $99,031 | $109,881-9.9% | $150,045-34.0% | $84,808+16.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 6.66% | 28.25%-21.6pp | 62.55%-55.9pp | 40.90%-34.2pp |
| Employer contribution / active EE | $7,045 | $3,561+97.8% | $4,693+50.1% | $2,631+167.8% |
| Participant deferral / active EE | $9,990 | $6,636+50.5% | $7,997+24.9% | $4,212+137.2% |
| Admin fee / account holder | $41,886 | $8,568+388.9% | $13,435+211.8% | $7,344+470.4% |