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 8-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 | $108,533 | $94,529+14.8% | $140,016-22.5% | $64,186+69.1% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.7pp |
| Annual return | -7.35% | 7.77%-15.1pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $4,713 | $3,812+23.6% | $5,606-15.9% | $2,381+98.0% |
| Participant deferral / active EE | $9,549 | $5,250+81.9% | $6,927+37.8% | $3,470+175.2% |
| Admin fee / account holder | $3,876 | $6,741-42.5% | $10,705-63.8% | $4,888-20.7% |