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 | $99,218 | $138,347-28.3% | $184,203-46.1% | $80,856+22.7% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.1pp | 67.6%+31.3pp |
| Annual return | 11.13% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $8,063 | $4,850+66.2% | $6,427+25.4% | $2,755+192.7% |
| Participant deferral / active EE | $9,495 | $7,071+34.3% | $9,131+4.0% | $4,296+121.0% |
| Admin fee / account holder | $11,839 | $10,483+12.9% | $13,901-14.8% | $6,918+71.1% |