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 | $93,653 | $123,793-24.3% | $177,821-47.3% | $79,858+17.3% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 9.61% | 22.82%-13.2pp | 48.32%-38.7pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,387 | $4,095-41.7% | $5,918-59.7% | $2,471-3.4% |
| Participant deferral / active EE | $3,101 | $5,956-47.9% | $7,714-59.8% | $3,740-17.1% |
| Admin fee / account holder | $946 | $7,243-86.9% | $12,427-92.4% | $5,306-82.2% |