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 | $68,341 | $65,376+4.5% | $87,100-21.5% | $65,185+4.8% |
| Participation rate | 81.3% | 75.3%+6.0pp | 76.9%+4.4pp | 70.2%+11.1pp |
| Annual return | 17.82% | 31.27%-13.4pp | 28.19%-10.4pp | 29.38%-11.6pp |
| Employer contribution / active EE | $1,312 | $1,822-28.0% | $2,521-48.0% | $2,177-39.7% |
| Participant deferral / active EE | $4,289 | $3,388+26.6% | $4,049+5.9% | $3,514+22.1% |
| Admin fee / account holder | $4,051 | $520+679.4% | $7,497-46.0% | $847+378.2% |