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 | $109,310 | $76,367+43.1% | $93,606+16.8% | $72,985+49.8% |
| Participation rate | 75.9% | 71.7%+4.2pp | 75.8%+0.1pp | 69.5%+6.4pp |
| Annual return | 6.94% | 25.82%-18.9pp | 32.76%-25.8pp | 81.00%-74.1pp |
| Employer contribution / active EE | $2,930 | $2,275+28.8% | $2,718+7.8% | $2,440+20.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,829 | $6,838+14.5% | $7,888-0.8% | $5,124+52.8% |