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 | $180,954 | $98,750+83.2% | $149,696+20.9% | $79,858+126.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.47% | 27.43%-16.0pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,497 | $3,216+39.8% | $4,644-3.2% | $2,471+82.0% |
| Participant deferral / active EE | $6,409 | $5,680+12.8% | $6,842-6.3% | $3,740+71.3% |
| Admin fee / account holder | $13,481 | $6,053+122.7% | $9,309+44.8% | $5,306+154.1% |