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 | $86,912 | $69,362+25.3% | $101,248-14.2% | $73,488+18.3% |
| Participation rate | 87.3% | 68.4%+18.9pp | 75.8%+11.5pp | 70.7%+16.6pp |
| Annual return | 2.70% | 18.46%-15.8pp | 46.47%-43.8pp | 28.51%-25.8pp |
| Employer contribution / active EE | $3,758 | $2,628+43.0% | $3,660+2.7% | $2,270+65.6% |
| Participant deferral / active EE | $8,009 | $3,300+142.7% | $4,370+83.3% | $3,740+114.2% |
| Admin fee / account holder | $3,294 | $704+368.1% | $5,945-44.6% | $513+542.0% |