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 | $130,720 | $100,923+29.5% | $150,045-12.9% | $74,304+75.9% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.3%+15.7pp | 60.3%+37.7pp |
| Annual return | 13.91% | 51.77%-37.9pp | 62.55%-48.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $3,130 | $3,463-9.6% | $4,693-33.3% | $2,241+39.7% |
| Participant deferral / active EE | $9,684 | $6,709+44.3% | $7,997+21.1% | $3,767+157.1% |
| Admin fee / account holder | $1,887 | $2,767-31.8% | $13,435-86.0% | $2,969-36.4% |