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 | $128,812 | $90,745+41.9% | $130,231-1.1% | $75,163+71.4% |
| Participation rate | 82.4% | 71.1%+11.3pp | 76.3%+6.1pp | 67.2%+15.2pp |
| Annual return | 11.02% | 34.45%-23.4pp | 38.77%-27.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,562 | $3,314-22.7% | $4,126-37.9% | $2,670-4.0% |
| Participant deferral / active EE | $6,217 | $5,362+15.9% | $6,799-8.5% | $4,125+50.7% |
| Admin fee / account holder | $9,548 | $6,331+50.8% | $6,020+58.6% | $5,651+69.0% |