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 | $106,256 | $68,719+54.6% | $91,541+16.1% | $84,808+25.3% |
| Participation rate | 71.6% | 64.5%+7.1pp | 69.8%+1.8pp | 68.3%+3.3pp |
| Annual return | 6.74% | 19.12%-12.4pp | 20.50%-13.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $2,403 | $1,920+25.2% | $2,505-4.0% | $2,631-8.7% |
| Participant deferral / active EE | $4,620 | $3,136+47.3% | $4,008+15.3% | $4,212+9.7% |
| Admin fee / account holder | $42,487 | $5,786+634.3% | $6,956+510.8% | $7,344+478.5% |