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 | $122,297 | $88,634+38.0% | $101,326+20.7% | $74,304+64.6% |
| Participation rate | 82.4% | 76.9%+5.5pp | 81.5%+0.9pp | 60.3%+22.0pp |
| Annual return | 14.58% | 33.10%-18.5pp | 36.82%-22.2pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,489 | $2,930-15.1% | $3,665-32.1% | $2,241+11.1% |
| Participant deferral / active EE | $6,632 | $7,322-9.4% | $7,994-17.0% | $3,767+76.0% |
| Admin fee / account holder | $15,876 | $2,425+554.6% | $11,185+41.9% | $2,969+434.7% |