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 | $16,115 | $91,190-82.3% | $178,490-91.0% | $79,858-79.8% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 3.74% | 24.19%-20.4pp | 151.07%-147.3pp | 31.71%-28.0pp |
| Employer contribution / active EE | $1,005 | $3,256-69.1% | $5,011-79.9% | $2,471-59.3% |
| Participant deferral / active EE | $1,831 | $3,236-43.4% | $5,202-64.8% | $3,740-51.0% |
| Admin fee / account holder | $475 | $6,751-93.0% | $13,984-96.6% | $5,306-91.0% |