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 | $72,216 | $88,083-18.0% | $164,813-56.2% | $74,495-3.1% |
| Participation rate | 74.6% | 73.0%+1.5pp | 78.6%-4.0pp | 67.2%+7.4pp |
| Annual return | 10.28% | 17.26%-7.0pp | 69.93%-59.6pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,571 | $2,593-0.8% | $4,341-40.8% | $2,623-2.0% |
| Participant deferral / active EE | $4,949 | $4,498+10.0% | $6,031-17.9% | $4,346+13.9% |
| Admin fee / account holder | $12,189 | $2,234+445.7% | $12,690-3.9% | $1,942+527.8% |