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 | $117,285 | $109,881+6.7% | $150,045-21.8% | $84,808+38.3% |
| Participation rate | 70.9% | 76.1%-5.2pp | 82.3%-11.4pp | 68.3%+2.6pp |
| Annual return | 13.22% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,162 | $3,561-39.3% | $4,693-53.9% | $2,631-17.8% |
| Participant deferral / active EE | $9,014 | $6,636+35.8% | $7,997+12.7% | $4,212+114.0% |
| Admin fee / account holder | $21,237 | $8,568+147.9% | $13,435+58.1% | $7,344+189.2% |