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 | $46,592 | $95,453-51.2% | $112,040-58.4% | $82,448-43.5% |
| Participation rate | 96.3% | 72.8%+23.6pp | 76.5%+19.8pp | 68.1%+28.3pp |
| Annual return | 10.30% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,633 | $2,318-29.5% | $2,954-44.7% | $2,551-36.0% |
| Participant deferral / active EE | $3,298 | $4,224-21.9% | $5,098-35.3% | $4,139-20.3% |
| Admin fee / account holder | $5,411 | $9,013-40.0% | $12,098-55.3% | $7,234-25.2% |