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 | $50,832 | $72,492-29.9% | $87,100-41.6% | $72,985-30.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.28% | 24.46%-14.2pp | 28.19%-17.9pp | 81.00%-70.7pp |
| Employer contribution / active EE | $1,322 | $1,894-30.2% | $2,521-47.6% | $2,440-45.8% |
| Participant deferral / active EE | $2,518 | $3,270-23.0% | $4,049-37.8% | $3,607-30.2% |
| Admin fee / account holder | $3,811 | $5,055-24.6% | $7,497-49.2% | $5,124-25.6% |