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 | $80,705+33.8% | $115,768-6.7% | $67,986+58.8% |
| Participation rate | 87.3% | 63.0%+24.3pp | 74.4%+12.9pp | 57.2%+30.0pp |
| Annual return | 10.89% | 18.49%-7.6pp | 100.46%-89.6pp | 31.67%-20.8pp |
| Employer contribution / active EE | $1,144 | $2,046-44.1% | $2,940-61.1% | $2,019-43.3% |
| Participant deferral / active EE | $4,852 | $3,559+36.3% | $4,917-1.3% | $3,358+44.5% |
| Admin fee / account holder | $40,452 | $4,135+878.2% | $12,439+225.2% | $3,203+1162.9% |