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 | $140,466 | $72,012+95.1% | $185,823-24.4% | $79,858+75.9% |
| Participation rate | 83.7% | 65.8%+17.9pp | 78.0%+5.6pp | 69.6%+14.0pp |
| Annual return | 11.06% | 23.12%-12.1pp | 35.95%-24.9pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,282 | $1,965+118.0% | $4,087+4.8% | $2,471+73.3% |
| Participant deferral / active EE | $11,646 | $3,779+208.2% | $5,632+106.8% | $3,740+211.4% |
| Admin fee / account holder | $22,844 | $4,513+406.2% | $9,500+140.5% | $5,306+330.5% |