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 | $124,857 | $99,985+24.9% | $146,665-14.9% | $85,850+45.4% |
| Participation rate | 87.2% | 73.1%+14.2pp | 80.1%+7.1pp | 69.3%+17.9pp |
| Annual return | 10.25% | 18.93%-8.7pp | 22.74%-12.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,346 | $2,559-8.3% | $4,136-43.3% | $2,565-8.5% |
| Participant deferral / active EE | $4,010 | $4,006+0.1% | $5,506-27.2% | $3,952+1.5% |
| Admin fee / account holder | $71,606 | $7,702+829.7% | $10,280+596.6% | $6,260+1043.9% |