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 | $20,584 | $60,892-66.2% | $82,389-75.0% | $84,808-75.7% |
| Participation rate | 95.9% | 63.3%+32.7pp | 69.5%+26.4pp | 68.3%+27.6pp |
| Annual return | 11.20% | 37.29%-26.1pp | 28.67%-17.5pp | 40.90%-29.7pp |
| Employer contribution / active EE | $699 | $1,779-60.7% | $2,517-72.2% | $2,631-73.4% |
| Participant deferral / active EE | $4,985 | $3,179+56.8% | $4,155+20.0% | $4,212+18.4% |
| Admin fee / account holder | $8,239 | $5,467+50.7% | $7,231+13.9% | $7,344+12.2% |