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 | $45,834 | $52,406-12.5% | $129,207-64.5% | $74,495-38.5% |
| Participation rate | 77.5% | 53.8%+23.7pp | 69.6%+7.9pp | 67.2%+10.3pp |
| Annual return | 8.51% | 15.66%-7.1pp | 9417.33%-9408.8pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $1,800 | $1,531+17.6% | $4,153-56.7% | $2,623-31.4% |
| Participant deferral / active EE | $4,174 | $2,794+49.4% | $4,168+0.2% | $4,346-3.9% |
| Admin fee / account holder | $4,947 | $2,633+87.9% | $7,715-35.9% | $1,942+154.8% |