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 | $98,213 | $82,978+18.4% | $129,995-24.4% | $71,457+37.4% |
| Participation rate | 74.1% | 74.1%+0.1pp | 78.5%-4.3pp | 67.9%+6.2pp |
| Annual return | 13.74% | 20.60%-6.9pp | -137.18%+150.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,743 | $2,622-33.5% | $4,320-59.6% | $2,588-32.6% |
| Participant deferral / active EE | $5,093 | $4,432+14.9% | $5,820-12.5% | $4,289+18.8% |
| Admin fee / account holder | $3,260 | $1,729+88.5% | $10,614-69.3% | $1,587+105.4% |