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 | $75,738 | $105,181-28.0% | $159,436-52.5% | $85,850-11.8% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.8%+9.6pp | 69.3%+23.1pp |
| Annual return | 11.95% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,333 | $3,318-29.7% | $4,829-51.7% | $2,565-9.1% |
| Participant deferral / active EE | $5,710 | $5,945-3.9% | $7,352-22.3% | $3,952+44.5% |
| Admin fee / account holder | $3,519 | $6,933-49.2% | $10,799-67.4% | $6,260-43.8% |