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 | $101,026 | $109,881-8.1% | $150,045-32.7% | $84,808+19.1% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 4.85% | 28.25%-23.4pp | 62.55%-57.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $2,093 | $3,561-41.2% | $4,693-55.4% | $2,631-20.5% |
| Participant deferral / active EE | $6,749 | $6,636+1.7% | $7,997-15.6% | $4,212+60.2% |
| Admin fee / account holder | $9,773 | $8,568+14.1% | $13,435-27.3% | $7,344+33.1% |