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 | $91,452 | $81,460+12.3% | $103,333-11.5% | $80,856+13.1% |
| Participation rate | 82.9% | 66.8%+16.1pp | 74.5%+8.4pp | 67.6%+15.3pp |
| Annual return | 9.37% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,989 | $3,105-36.0% | $3,868-48.6% | $2,755-27.8% |
| Participant deferral / active EE | $4,771 | $3,869+23.3% | $5,057-5.7% | $4,296+11.1% |
| Admin fee / account holder | $32,575 | $6,566+396.1% | $8,355+289.9% | $6,918+370.9% |