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 | $71,640 | $78,520-8.8% | $96,576-25.8% | $82,448-13.1% |
| Participation rate | 90.5% | 77.7%+12.8pp | 81.4%+9.1pp | 68.1%+22.5pp |
| Annual return | 12.06% | 41.30%-29.2pp | 38.47%-26.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,074 | $2,630-59.2% | $3,553-69.8% | $2,551-57.9% |
| Participant deferral / active EE | $4,452 | $6,754-34.1% | $7,956-44.0% | $4,139+7.6% |
| Admin fee / account holder | $5,688 | $13,455-57.7% | $11,381-50.0% | $7,234-21.4% |