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 9-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 | $54,641 | $73,933-26.1% | $96,683-43.5% | $75,163-27.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 9.63% | 26.70%-17.1pp | 35.69%-26.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,443 | $2,928-16.6% | $3,737-34.6% | $2,670-8.5% |
| Participant deferral / active EE | $5,036 | $3,659+37.7% | $4,878+3.2% | $4,125+22.1% |
| Admin fee / account holder | $1,914 | $5,216-63.3% | $6,730-71.6% | $5,651-66.1% |