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 | $54,062 | $101,317-46.6% | $146,958-63.2% | $74,495-27.4% |
| Participation rate | 72.7% | 75.5%-2.8pp | 82.2%-9.4pp | 67.2%+5.5pp |
| Annual return | 11.74% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,790 | $3,810-53.0% | $4,933-63.7% | $2,623-31.7% |
| Participant deferral / active EE | $3,811 | $7,303-47.8% | $8,070-52.8% | $4,346-12.3% |
| Admin fee / account holder | $2,932 | $1,739+68.6% | $12,998-77.4% | $1,942+51.0% |