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 | $31,468 | $60,261-47.8% | $81,783-61.5% | $74,546-57.8% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.4%+10.8pp | 67.2%+16.0pp |
| Annual return | 9.58% | 16.88%-7.3pp | 775.05%-765.5pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $2,391 | $2,622-8.8% | $2,913-17.9% | $2,624-8.9% |
| Participant deferral / active EE | $3,843 | $3,388+13.4% | $4,320-11.1% | $4,347-11.6% |
| Admin fee / account holder | $1,325 | $1,482-10.7% | $7,380-82.1% | $1,944-31.9% |