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 | $44,081 | $86,332-48.9% | $125,175-64.8% | $65,185-32.4% |
| Participation rate | 88.2% | 75.3%+12.9pp | 79.8%+8.5pp | 70.2%+18.0pp |
| Annual return | 17.21% | 27.43%-10.2pp | 43.79%-26.6pp | 29.38%-12.2pp |
| Employer contribution / active EE | $4,902 | $2,040+140.3% | $3,865+26.8% | $2,177+125.2% |
| Participant deferral / active EE | $3,234 | $3,537-8.6% | $4,937-34.5% | $3,514-8.0% |
| Admin fee / account holder | $1,040 | $609+70.7% | $9,702-89.3% | $847+22.7% |