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 | $57,692 | $81,248-29.0% | $155,509-62.9% | $80,856-28.6% |
| Participation rate | 96.6% | 66.2%+30.4pp | 78.2%+18.4pp | 67.6%+29.0pp |
| Annual return | 10.52% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,850 | $3,100-40.3% | $4,672-60.4% | $2,755-32.9% |
| Participant deferral / active EE | $3,121 | $3,452-9.6% | $5,626-44.5% | $4,296-27.4% |
| Admin fee / account holder | $3,445 | $7,997-56.9% | $15,912-78.3% | $6,918-50.2% |