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 | $188,042 | $109,881+71.1% | $150,045+25.3% | $84,808+121.7% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.0pp | 68.3%+22.1pp |
| Annual return | 12.37% | 28.25%-15.9pp | 62.55%-50.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,263 | $3,561-8.4% | $4,693-30.5% | $2,631+24.0% |
| Participant deferral / active EE | $8,488 | $6,636+27.9% | $7,997+6.1% | $4,212+101.5% |
| Admin fee / account holder | $31,912 | $8,568+272.5% | $13,435+137.5% | $7,344+334.5% |