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 | $65,621 | $83,477-21.4% | $125,175-47.6% | $72,985-10.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 13.56% | 25.78%-12.2pp | 43.79%-30.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $2,595 | $2,345+10.7% | $3,865-32.9% | $2,440+6.4% |
| Participant deferral / active EE | $2,369 | $3,585-33.9% | $4,937-52.0% | $3,607-34.3% |
| Admin fee / account holder | $4,684 | $5,517-15.1% | $9,702-51.7% | $5,124-8.6% |