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 | $38,637 | $80,731-52.1% | $103,374-62.6% | $74,546-48.2% |
| Participation rate | 72.9% | 65.7%+7.2pp | 74.5%-1.6pp | 67.2%+5.7pp |
| Annual return | 10.37% | 27.56%-17.2pp | 24.89%-14.5pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $1,052 | $3,158-66.7% | $3,869-72.8% | $2,624-59.9% |
| Participant deferral / active EE | $2,263 | $3,860-41.4% | $5,058-55.2% | $4,347-47.9% |
| Admin fee / account holder | $5,632 | $2,369+137.8% | $8,394-32.9% | $1,944+189.8% |