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 | $116,613 | $99,985+16.6% | $146,665-20.5% | $85,850+35.8% |
| Participation rate | 83.5% | 73.1%+10.5pp | 80.1%+3.4pp | 69.3%+14.2pp |
| Annual return | 6.27% | 18.93%-12.7pp | 22.74%-16.5pp | 318.53%-312.3pp |
| Employer contribution / active EE | $1,619 | $2,559-36.7% | $4,136-60.8% | $2,565-36.9% |
| Participant deferral / active EE | $5,633 | $4,006+40.6% | $5,506+2.3% | $3,952+42.6% |
| Admin fee / account holder | $5,786 | $7,702-24.9% | $10,280-43.7% | $6,260-7.6% |