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 | $127,655 | $93,571+36.4% | $135,903-6.1% | $75,163+69.8% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 14.68% | 30.90%-16.2pp | 68.23%-53.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,679 | $3,537+4.0% | $4,856-24.2% | $2,670+37.8% |
| Participant deferral / active EE | $8,010 | $6,404+25.1% | $7,758+3.3% | $4,125+94.2% |
| Admin fee / account holder | $15,350 | $6,975+120.1% | $10,762+42.6% | $5,651+171.6% |