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 | $33,842 | $80,717-58.1% | $154,803-78.1% | $84,808-60.1% |
| Participation rate | 70.7% | 66.8%+3.9pp | 78.1%-7.3pp | 68.3%+2.4pp |
| Annual return | 13.11% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,150 | $2,761-22.2% | $4,305-50.1% | $2,631-18.3% |
| Participant deferral / active EE | $5,397 | $3,303+63.4% | $5,540-2.6% | $4,212+28.2% |
| Admin fee / account holder | $22,778 | $6,746+237.7% | $14,329+59.0% | $7,344+210.2% |