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 | $15,632 | $38,365-59.3% | $84,611-81.5% | $65,185-76.0% |
| Participation rate | 88.8% | 55.7%+33.1pp | 68.2%+20.6pp | 70.2%+18.6pp |
| Annual return | 4.83% | 32.00%-27.2pp | 258.74%-253.9pp | 29.38%-24.6pp |
| Employer contribution / active EE | $3,406 | $1,258+170.6% | $2,652+28.4% | $2,177+56.5% |
| Participant deferral / active EE | $1,856 | $2,278-18.5% | $3,899-52.4% | $3,514-47.2% |
| Admin fee / account holder | $1,493 | $451+230.7% | $4,912-69.6% | $847+76.2% |