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 | $52,825 | $61,272-13.8% | $149,673-64.7% | $71,457-26.1% |
| Participation rate | 82.1% | 62.5%+19.6pp | 78.8%+3.3pp | 67.9%+14.2pp |
| Annual return | 12.00% | 35.85%-23.8pp | 134.42%-122.4pp | 28.85%-16.8pp |
| Employer contribution / active EE | $3,370 | $2,378+41.7% | $4,818-30.1% | $2,588+30.2% |
| Participant deferral / active EE | $4,164 | $2,917+42.8% | $5,680-26.7% | $4,289-2.9% |
| Admin fee / account holder | $863 | $1,261-31.6% | $13,210-93.5% | $1,587-45.7% |