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 | $128,536 | $72,012+78.5% | $185,823-30.8% | $79,858+61.0% |
| Participation rate | 97.8% | 65.8%+32.1pp | 78.0%+19.8pp | 69.6%+28.2pp |
| Annual return | -4.50% | 23.12%-27.6pp | 35.95%-40.5pp | 31.71%-36.2pp |
| Employer contribution / active EE | $4,675 | $1,965+138.0% | $4,087+14.4% | $2,471+89.2% |
| Participant deferral / active EE | $5,118 | $3,779+35.5% | $5,632-9.1% | $3,740+36.9% |
| Admin fee / account holder | $1,952 | $4,513-56.7% | $9,500-79.4% | $5,306-63.2% |