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 5-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 | $93,768 | $113,016-17.0% | $103,476-9.4% | $74,495+25.9% |
| Participation rate | 79.5% | 80.8%-1.2pp | 80.5%-1.0pp | 67.2%+12.3pp |
| Annual return | 11.02% | 23.24%-12.2pp | 23.90%-12.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $0 | $4,881-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,577 | $7,279-23.4% | $6,623-15.8% | $4,346+28.3% |
| Admin fee / account holder | $16,248 | $1,709+850.8% | $9,413+72.6% | $1,942+736.8% |