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 | $37,878 | $31,310+21.0% | $53,898-29.7% | $74,304-49.0% |
| Participation rate | 73.1% | 30.7%+42.4pp | 55.0%+18.1pp | 60.3%+12.8pp |
| Annual return | 9.81% | 23.16%-13.3pp | 528.60%-518.8pp | 29.43%-19.6pp |
| Employer contribution / active EE | $1,807 | $450+301.7% | $932+93.8% | $2,241-19.4% |
| Participant deferral / active EE | $560 | $934-40.0% | $1,826-69.3% | $3,767-85.1% |
| Admin fee / account holder | $4,934 | $2,175+126.8% | $2,491+98.1% | $2,969+66.2% |