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 | $79,965 | $94,625-15.5% | $116,228-31.2% | $84,808-5.7% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 11.96% | 20.40%-8.4pp | 90.06%-78.1pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,234 | $2,347-4.8% | $2,994-25.4% | $2,631-15.1% |
| Participant deferral / active EE | $4,638 | $3,972+16.8% | $4,953-6.4% | $4,212+10.1% |
| Admin fee / account holder | $28,423 | $10,091+181.7% | $11,989+137.1% | $7,344+287.0% |