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 | $60,422 | $86,929-30.5% | $102,423-41.0% | $80,856-25.3% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.5pp |
| Annual return | 8.68% | 18.88%-10.2pp | 29.32%-20.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,143 | $2,369-9.6% | $3,023-29.1% | $2,755-22.2% |
| Participant deferral / active EE | $3,377 | $4,118-18.0% | $5,053-33.2% | $4,296-21.4% |
| Admin fee / account holder | $4,406 | $8,049-45.3% | $9,451-53.4% | $6,918-36.3% |