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 | $90,326 | $85,766+5.3% | $136,294-33.7% | $70,131+28.8% |
| Participation rate | 94.3% | 74.2%+20.2pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 12.62% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,197 | $2,966+41.5% | $4,695-10.6% | $2,342+79.2% |
| Participant deferral / active EE | $8,075 | $5,051+59.9% | $6,247+29.3% | $3,332+142.4% |
| Admin fee / account holder | $5,571 | $5,420+2.8% | $9,243-39.7% | $4,645+19.9% |