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 | $91,013 | $89,753+1.4% | $107,525-15.4% | $84,808+7.3% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 11.93% | 29.48%-17.5pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,083 | $3,113-33.1% | $3,754-44.5% | $2,631-20.8% |
| Participant deferral / active EE | $4,335 | $4,056+6.9% | $5,116-15.3% | $4,212+2.9% |
| Admin fee / account holder | $3,166 | $7,222-56.2% | $8,919-64.5% | $7,344-56.9% |