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 | $66,809 | $100,923-33.8% | $150,045-55.5% | $74,304-10.1% |
| Participation rate | 89.0% | 70.1%+18.9pp | 82.3%+6.7pp | 60.3%+28.6pp |
| Annual return | 14.70% | 51.77%-37.1pp | 62.55%-47.9pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,670 | $3,463+6.0% | $4,693-21.8% | $2,241+63.7% |
| Participant deferral / active EE | $8,666 | $6,709+29.2% | $7,997+8.4% | $3,767+130.0% |
| Admin fee / account holder | $12,260 | $2,767+343.1% | $13,435-8.7% | $2,969+313.0% |