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 | $176,380 | $125,758+40.3% | $169,993+3.8% | $75,163+134.7% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 11.28% | 27.20%-15.9pp | 53.37%-42.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $4,963 | $4,615+7.5% | $6,785-26.9% | $2,670+85.9% |
| Participant deferral / active EE | $8,075 | $6,837+18.1% | $10,408-22.4% | $4,125+95.8% |
| Admin fee / account holder | $14,335 | $8,173+75.4% | $12,815+11.9% | $5,651+153.7% |