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 | $68,788 | $76,670-10.3% | $96,683-28.9% | $71,457-3.7% |
| Participation rate | 82.6% | 66.6%+16.0pp | 74.3%+8.3pp | 67.9%+14.7pp |
| Annual return | 13.20% | 48.29%-35.1pp | 35.69%-22.5pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,262 | $3,031-58.4% | $3,737-66.2% | $2,588-51.2% |
| Participant deferral / active EE | $2,423 | $3,771-35.7% | $4,878-50.3% | $4,289-43.5% |
| Admin fee / account holder | $8,280 | $2,028+308.2% | $6,730+23.0% | $1,587+421.6% |