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 | $67,774 | $76,670-11.6% | $96,683-29.9% | $71,457-5.2% |
| Participation rate | 76.3% | 66.6%+9.7pp | 74.3%+1.9pp | 67.9%+8.3pp |
| Annual return | 13.34% | 48.29%-35.0pp | 35.69%-22.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,285 | $3,031-24.6% | $3,737-38.9% | $2,588-11.7% |
| Participant deferral / active EE | $4,201 | $3,771+11.4% | $4,878-13.9% | $4,289-2.1% |
| Admin fee / account holder | $1,111 | $2,028-45.2% | $6,730-83.5% | $1,587-30.0% |