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 | $212,259 | $138,347+53.4% | $184,203+15.2% | $80,856+162.5% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 8.21% | 20.02%-11.8pp | 28.81%-20.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $6,688 | $4,850+37.9% | $6,427+4.1% | $2,755+142.8% |
| Participant deferral / active EE | $6,006 | $7,071-15.1% | $9,131-34.2% | $4,296+39.8% |
| Admin fee / account holder | $8,660 | $10,483-17.4% | $13,901-37.7% | $6,918+25.2% |