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 | $164,287 | $76,050+116.0% | $96,544+70.2% | $71,457+129.9% |
| Participation rate | 89.1% | 74.4%+14.7pp | 76.0%+13.1pp | 67.9%+21.2pp |
| Annual return | 9.49% | 22.81%-13.3pp | 25.84%-16.4pp | 28.85%-19.4pp |
| Employer contribution / active EE | $2,475 | $2,244+10.3% | $2,965-16.5% | $2,588-4.3% |
| Participant deferral / active EE | $3,604 | $4,215-14.5% | $4,851-25.7% | $4,289-16.0% |
| Admin fee / account holder | $11,886 | $2,707+339.1% | $8,252+44.0% | $1,587+648.8% |