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 6-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 | $34,688 | $52,353-33.7% | $120,225-71.1% | $82,448-57.9% |
| Participation rate | 79.5% | 58.3%+21.2pp | 69.6%+9.9pp | 68.1%+11.4pp |
| Annual return | 12.48% | 61.85%-49.4pp | 439.23%-426.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,256 | $1,510+115.6% | $3,475-6.3% | $2,551+27.6% |
| Participant deferral / active EE | $5,003 | $2,627+90.5% | $3,999+25.1% | $4,139+20.9% |
| Admin fee / account holder | $5,679 | $4,363+30.2% | $5,696-0.3% | $7,234-21.5% |