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 | $92,416 | $72,492+27.5% | $87,100+6.1% | $72,985+26.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 3.27% | 24.46%-21.2pp | 28.19%-24.9pp | 81.00%-77.7pp |
| Employer contribution / active EE | $6,697 | $1,894+253.6% | $2,521+165.6% | $2,440+174.5% |
| Participant deferral / active EE | $4,132 | $3,270+26.4% | $4,049+2.1% | $3,607+14.5% |
| Admin fee / account holder | $7,979 | $5,055+57.8% | $7,497+6.4% | $5,124+55.7% |