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 | $29,753 | $77,899-61.8% | $149,673-80.1% | $75,163-60.4% |
| Participation rate | 91.5% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.4pp |
| Annual return | 8.48% | 31.72%-23.2pp | 134.42%-125.9pp | 160.62%-152.1pp |
| Employer contribution / active EE | $2,321 | $3,137-26.0% | $4,818-51.8% | $2,670-13.1% |
| Participant deferral / active EE | $3,037 | $3,411-11.0% | $5,680-46.5% | $4,125-26.4% |
| Admin fee / account holder | $8,807 | $5,956+47.9% | $13,210-33.3% | $5,651+55.8% |