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 | $44,970 | $58,851-23.6% | $115,157-60.9% | $72,985-38.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 12.67% | 23.16%-10.5pp | 35.60%-22.9pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,679 | $1,798+49.0% | $3,179-15.7% | $2,440+9.8% |
| Participant deferral / active EE | $1,274 | $2,643-51.8% | $4,168-69.4% | $3,607-64.7% |
| Admin fee / account holder | $23,235 | $6,370+264.8% | $7,088+227.8% | $5,124+353.4% |