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 9-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 | $20,821 | $85,202-75.6% | $172,739-87.9% | $72,985-71.5% |
| Participation rate | 76.5% | 70.1%+6.4pp | 82.6%-6.2pp | 69.5%+7.0pp |
| Annual return | 7.09% | 27.32%-20.2pp | 802.84%-795.8pp | 81.00%-73.9pp |
| Employer contribution / active EE | $870 | $3,324-73.8% | $5,143-83.1% | $2,440-64.3% |
| Participant deferral / active EE | $2,945 | $3,260-9.7% | $5,198-43.3% | $3,607-18.4% |
| Admin fee / account holder | $1,830 | $5,884-68.9% | $13,954-86.9% | $5,124-64.3% |