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 | $96,057 | $54,762+75.4% | $90,281+6.4% | $72,985+31.6% |
| Participation rate | 90.4% | 65.1%+25.3pp | 73.3%+17.1pp | 69.5%+20.9pp |
| Annual return | 1.80% | 30.63%-28.8pp | 78.10%-76.3pp | 81.00%-79.2pp |
| Employer contribution / active EE | $3,249 | $2,092+55.3% | $2,854+13.8% | $2,440+33.2% |
| Participant deferral / active EE | $5,567 | $2,887+92.8% | $3,885+43.3% | $3,607+54.3% |
| Admin fee / account holder | $1,365 | $3,972-65.6% | $5,351-74.5% | $5,124-73.4% |