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 7-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 | $89,943 | $56,053+60.5% | $75,972+18.4% | $80,856+11.2% |
| Participation rate | 94.4% | 62.0%+32.4pp | 69.1%+25.4pp | 67.6%+26.8pp |
| Annual return | 8.95% | 20.53%-11.6pp | 359.55%-350.6pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,742 | $1,874+99.7% | $2,685+39.4% | $2,755+35.8% |
| Participant deferral / active EE | $3,743 | $3,052+22.7% | $4,255-12.0% | $4,296-12.9% |
| Admin fee / account holder | $5,011 | $5,234-4.2% | $6,467-22.5% | $6,918-27.6% |