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 | $57,823 | $63,764-9.3% | $81,930-29.4% | $79,858-27.6% |
| Participation rate | 97.6% | 67.5%+30.1pp | 72.0%+25.6pp | 69.6%+28.0pp |
| Annual return | 9.08% | 22.66%-13.6pp | 29.49%-20.4pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,693 | $1,795+50.0% | $4,310-37.5% | $2,471+9.0% |
| Participant deferral / active EE | $1,876 | $2,780-32.5% | $7,107-73.6% | $3,740-49.8% |
| Admin fee / account holder | $5,705 | $4,426+28.9% | $5,158+10.6% | $5,306+7.5% |