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 | $112,879 | $98,750+14.3% | $149,696-24.6% | $79,858+41.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 4.44% | 27.43%-23.0pp | 276.60%-272.2pp | 31.71%-27.3pp |
| Employer contribution / active EE | $3,402 | $3,216+5.8% | $4,644-26.7% | $2,471+37.7% |
| Participant deferral / active EE | $7,262 | $5,680+27.8% | $6,842+6.1% | $3,740+94.2% |
| Admin fee / account holder | $10,998 | $6,053+81.7% | $9,309+18.1% | $5,306+107.3% |