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 | $117,925 | $89,355+32.0% | $141,162-16.5% | $72,985+61.6% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 17.82% | 111.85%-94.0pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,995 | $3,114+28.3% | $4,735-15.6% | $2,440+63.8% |
| Participant deferral / active EE | $4,651 | $5,418-14.1% | $6,709-30.7% | $3,607+28.9% |
| Admin fee / account holder | $6,965 | $5,958+16.9% | $10,261-32.1% | $5,124+35.9% |