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 | $25,823 | $29,660-12.9% | $56,411-54.2% | $80,856-68.1% |
| Participation rate | 88.9% | 41.6%+47.2pp | 52.5%+36.4pp | 67.6%+21.3pp |
| Annual return | 10.16% | 35.23%-25.1pp | 1701.33%-1691.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,533 | $669+278.4% | $1,039+143.8% | $2,755-8.1% |
| Participant deferral / active EE | $1,889 | $1,226+54.1% | $1,952-3.2% | $4,296-56.0% |
| Admin fee / account holder | $1,045 | $2,428-56.9% | $2,829-63.0% | $6,918-84.9% |