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 | $139,275 | $138,347+0.7% | $184,203-24.4% | $80,856+72.2% |
| Participation rate | 98.8% | 83.9%+14.9pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 10.88% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $8,100 | $4,850+67.0% | $6,427+26.0% | $2,755+194.0% |
| Participant deferral / active EE | $6,357 | $7,071-10.1% | $9,131-30.4% | $4,296+48.0% |
| Admin fee / account holder | $8,761 | $10,483-16.4% | $13,901-37.0% | $6,918+26.6% |