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 | $98,475 | $48,230+104.2% | $67,502+45.9% | $80,856+21.8% |
| Participation rate | 78.5% | 66.4%+12.1pp | 72.9%+5.6pp | 67.6%+10.8pp |
| Annual return | 9.74% | 18.28%-8.5pp | 3512.12%-3502.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,474 | $2,020+121.5% | $2,731+63.8% | $2,755+62.4% |
| Participant deferral / active EE | $3,783 | $2,924+29.4% | $4,000-5.4% | $4,296-11.9% |
| Admin fee / account holder | $3,124 | $3,681-15.1% | $3,998-21.9% | $6,918-54.8% |