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 | $123,623 | $81,460+51.8% | $103,333+19.6% | $80,856+52.9% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.6%+30.0pp |
| Annual return | 9.47% | 25.55%-16.1pp | 24.88%-15.4pp | 35.59%-26.1pp |
| Employer contribution / active EE | $11,134 | $3,105+258.6% | $3,868+187.9% | $2,755+304.2% |
| Participant deferral / active EE | $2,531 | $3,869-34.6% | $5,057-50.0% | $4,296-41.1% |
| Admin fee / account holder | $3,516 | $6,566-46.5% | $8,355-57.9% | $6,918-49.2% |