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 4-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 | $107,957 | $84,556+27.7% | $116,228-7.1% | $74,304+45.3% |
| Participation rate | 87.3% | 66.0%+21.2pp | 74.6%+12.7pp | 60.3%+26.9pp |
| Annual return | 10.89% | 18.35%-7.5pp | 90.06%-79.2pp | 29.43%-18.5pp |
| Employer contribution / active EE | $1,144 | $2,168-47.2% | $2,994-61.8% | $2,241-48.9% |
| Participant deferral / active EE | $4,852 | $3,814+27.2% | $4,953-2.0% | $3,767+28.8% |
| Admin fee / account holder | $40,452 | $3,792+966.8% | $11,989+237.4% | $2,969+1262.6% |