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 | $78,150 | $49,922+56.5% | $80,569-3.0% | $75,163+4.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 6.59% | 34.69%-28.1pp | 935.43%-928.8pp | 160.62%-154.0pp |
| Employer contribution / active EE | $6,555 | $1,698+286.0% | $2,723+140.7% | $2,670+145.5% |
| Participant deferral / active EE | $1,510 | $2,990-49.5% | $4,447-66.0% | $4,125-63.4% |
| Admin fee / account holder | $12,250 | $3,577+242.4% | $5,377+127.8% | $5,651+116.8% |