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 | $86,327 | $59,101+46.1% | $77,163+11.9% | $75,163+14.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 5.27% | 26.71%-21.4pp | 37.87%-32.6pp | 160.62%-155.3pp |
| Employer contribution / active EE | $5,886 | $1,995+195.0% | $2,535+132.2% | $2,670+120.5% |
| Participant deferral / active EE | $7,962 | $2,999+165.5% | $3,833+107.7% | $4,125+93.0% |
| Admin fee / account holder | $2,851 | $4,774-40.3% | $5,472-47.9% | $5,651-49.5% |