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 | $138,430 | $93,571+47.9% | $135,903+1.9% | $75,163+84.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 14.22% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,403 | $3,537-32.0% | $4,856-50.5% | $2,670-10.0% |
| Participant deferral / active EE | $8,798 | $6,404+37.4% | $7,758+13.4% | $4,125+113.3% |
| Admin fee / account holder | $10,624 | $6,975+52.3% | $10,762-1.3% | $5,651+88.0% |