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 | $46,280 | $148,978-68.9% | $200,582-76.9% | $84,808-45.4% |
| Participation rate | 96.8% | 84.2%+12.6pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 7.93% | 28.16%-20.2pp | 42.33%-34.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $3,149 | $4,815-34.6% | $6,419-50.9% | $2,631+19.7% |
| Participant deferral / active EE | $4,386 | $7,142-38.6% | $9,331-53.0% | $4,212+4.1% |
| Admin fee / account holder | $9,028 | $13,977-35.4% | $16,305-44.6% | $7,344+22.9% |