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 | $170,359 | $100,041+70.3% | $149,718+13.8% | $70,131+142.9% |
| Participation rate | 84.7% | 83.6%+1.1pp | 87.1%-2.4pp | 69.5%+15.2pp |
| Annual return | 10.96% | 27.43%-16.5pp | 1501.63%-1490.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,943 | $3,662-46.9% | $5,445-64.3% | $2,342-17.1% |
| Participant deferral / active EE | $3,825 | $4,983-23.2% | $6,569-41.8% | $3,332+14.8% |
| Admin fee / account holder | $5,280 | $8,286-36.3% | $11,283-53.2% | $4,645+13.7% |