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 | $79,058 | $62,127+27.3% | $81,382-2.9% | $74,495+6.1% |
| Participation rate | 82.9% | 64.0%+18.8pp | 69.5%+13.4pp | 67.2%+15.7pp |
| Annual return | 9.89% | 16.48%-6.6pp | 24.73%-14.8pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,345 | $1,882+24.6% | $2,463-4.8% | $2,623-10.6% |
| Participant deferral / active EE | $1,948 | $3,229-39.7% | $3,883-49.8% | $4,346-55.2% |
| Admin fee / account holder | $5,545 | $1,934+186.6% | $5,768-3.9% | $1,942+185.5% |