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 | $79,124 | $88,083-10.2% | $164,813-52.0% | $74,495+6.2% |
| Participation rate | 70.5% | 73.0%-2.5pp | 78.6%-8.1pp | 67.2%+3.3pp |
| Annual return | 10.85% | 17.26%-6.4pp | 69.93%-59.1pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,740 | $2,593-32.9% | $4,341-59.9% | $2,623-33.7% |
| Participant deferral / active EE | $3,311 | $4,498-26.4% | $6,031-45.1% | $4,346-23.8% |
| Admin fee / account holder | $4,009 | $2,234+79.5% | $12,690-68.4% | $1,942+106.5% |