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 | $67,894+56.5% | $89,340+18.9% | $82,448+28.9% |
| Participation rate | 71.6% | 64.0%+7.5pp | 69.6%+2.0pp | 68.1%+3.5pp |
| Annual return | 6.74% | 19.21%-12.5pp | 20.57%-13.8pp | 41.64%-34.9pp |
| Employer contribution / active EE | $2,403 | $1,828+31.5% | $2,231+7.7% | $2,551-5.8% |
| Participant deferral / active EE | $4,620 | $3,072+50.4% | $3,823+20.8% | $4,139+11.6% |
| Admin fee / account holder | $42,487 | $5,723+642.4% | $6,704+533.8% | $7,234+487.3% |