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 6-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 | $249,333 | $77,899+220.1% | $149,673+66.6% | $75,163+231.7% |
| Participation rate | 74.3% | 65.6%+8.7pp | 78.8%-4.4pp | 67.2%+7.1pp |
| Annual return | 2.45% | 31.72%-29.3pp | 134.42%-132.0pp | 160.62%-158.2pp |
| Employer contribution / active EE | $1,321 | $3,137-57.9% | $4,818-72.6% | $2,670-50.5% |
| Participant deferral / active EE | $3,269 | $3,411-4.2% | $5,680-42.4% | $4,125-20.7% |
| Admin fee / account holder | $22,359 | $5,956+275.4% | $13,210+69.3% | $5,651+295.7% |