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 9-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 | $89,737 | $61,272+46.5% | $149,673-40.0% | $71,457+25.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 6.89% | 35.85%-29.0pp | 134.42%-127.5pp | 28.85%-22.0pp |
| Employer contribution / active EE | $6,714 | $2,378+182.3% | $4,818+39.4% | $2,588+159.5% |
| Participant deferral / active EE | $5,579 | $2,917+91.3% | $5,680-1.8% | $4,289+30.1% |
| Admin fee / account holder | $16,467 | $1,261+1205.5% | $13,210+24.7% | $1,587+937.4% |