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 | $21,254 | $51,175-58.5% | $70,515-69.9% | $75,163-71.7% |
| Participation rate | 80.7% | 60.9%+19.7pp | 68.3%+12.3pp | 67.2%+13.5pp |
| Annual return | 11.54% | 30.02%-18.5pp | 32.77%-21.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,552 | $1,826-15.0% | $2,973-47.8% | $2,670-41.9% |
| Participant deferral / active EE | $2,315 | $2,849-18.8% | $4,567-49.3% | $4,125-43.9% |
| Admin fee / account holder | $4,603 | $4,091+12.5% | $6,412-28.2% | $5,651-18.5% |