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 | $55,813 | $76,050-26.6% | $96,544-42.2% | $71,457-21.9% |
| Participation rate | 73.1% | 74.4%-1.3pp | 76.0%-2.8pp | 67.9%+5.2pp |
| Annual return | 12.13% | 22.81%-10.7pp | 25.84%-13.7pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,945 | $2,244-13.3% | $2,965-34.4% | $2,588-24.8% |
| Participant deferral / active EE | $6,178 | $4,215+46.6% | $4,851+27.4% | $4,289+44.1% |
| Admin fee / account holder | $17,191 | $2,707+535.0% | $8,252+108.3% | $1,587+983.1% |