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 | $35,360 | $89,355-60.4% | $141,162-75.0% | $72,985-51.6% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.8pp |
| Annual return | 5.76% | 111.85%-106.1pp | 71.39%-65.6pp | 81.00%-75.2pp |
| Employer contribution / active EE | $1,529 | $3,114-50.9% | $4,735-67.7% | $2,440-37.3% |
| Participant deferral / active EE | $6,222 | $5,418+14.8% | $6,709-7.3% | $3,607+72.5% |
| Admin fee / account holder | $2,957 | $5,958-50.4% | $10,261-71.2% | $5,124-42.3% |