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 | $111,543 | $88,083+26.6% | $164,813-32.3% | $74,495+49.7% |
| Participation rate | 71.1% | 73.0%-2.0pp | 78.6%-7.5pp | 67.2%+3.9pp |
| Annual return | 11.34% | 17.26%-5.9pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,002 | $2,593-22.8% | $4,341-53.9% | $2,623-23.7% |
| Participant deferral / active EE | $3,496 | $4,498-22.3% | $6,031-42.0% | $4,346-19.6% |
| Admin fee / account holder | $10,083 | $2,234+351.4% | $12,690-20.5% | $1,942+419.3% |