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 | $86,258 | $96,484-10.6% | $156,263-44.8% | $74,304+16.1% |
| Participation rate | 91.5% | 67.7%+23.9pp | 78.9%+12.6pp | 60.3%+31.2pp |
| Annual return | 2.03% | 17.73%-15.7pp | 59.47%-57.4pp | 29.43%-27.4pp |
| Employer contribution / active EE | $1,623 | $2,528-35.8% | $4,333-62.5% | $2,241-27.6% |
| Participant deferral / active EE | $3,784 | $4,286-11.7% | $6,158-38.6% | $3,767+0.4% |
| Admin fee / account holder | $22,943 | $3,728+515.5% | $14,255+61.0% | $2,969+672.8% |