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 | $81,341 | $63,764+27.6% | $81,930-0.7% | $79,858+1.9% |
| Participation rate | 98.7% | 67.5%+31.2pp | 72.0%+26.7pp | 69.6%+29.1pp |
| Annual return | 4.12% | 22.66%-18.5pp | 29.49%-25.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,522 | $1,795-15.2% | $4,310-64.7% | $2,471-38.4% |
| Participant deferral / active EE | $3,343 | $2,780+20.2% | $7,107-53.0% | $3,740-10.6% |
| Admin fee / account holder | $1,624 | $4,426-63.3% | $5,158-68.5% | $5,306-69.4% |