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 | $33,055 | $81,208-59.3% | $98,907-66.6% | $79,858-58.6% |
| Participation rate | 97.5% | 72.5%+25.0pp | 76.0%+21.5pp | 69.6%+27.9pp |
| Annual return | 1.10% | 60.99%-59.9pp | 196.43%-195.3pp | 31.71%-30.6pp |
| Employer contribution / active EE | $2,800 | $1,960+42.9% | $2,689+4.1% | $2,471+13.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,498 | $6,013-75.1% | $6,642-77.4% | $5,306-71.8% |