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 | $19,672 | $76,407-74.3% | $150,298-86.9% | $82,448-76.1% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 8.97% | 39.99%-31.0pp | 62.79%-53.8pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,165 | $2,614-55.4% | $4,154-72.0% | $2,551-54.3% |
| Participant deferral / active EE | $1,816 | $3,214-43.5% | $5,453-66.7% | $4,139-56.1% |
| Admin fee / account holder | $7,844 | $6,352+23.5% | $14,116-44.4% | $7,234+8.4% |