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 | $12,156 | $37,426-67.5% | $77,482-84.3% | $79,858-84.8% |
| Participation rate | 84.0% | 41.5%+42.5pp | 54.2%+29.9pp | 69.6%+14.4pp |
| Annual return | 2.42% | 39.70%-37.3pp | 54.79%-52.4pp | 31.71%-29.3pp |
| Employer contribution / active EE | $1,467 | $637+130.4% | $986+48.7% | $2,471-40.6% |
| Participant deferral / active EE | $1,060 | $1,260-15.8% | $1,861-43.0% | $3,740-71.6% |
| Admin fee / account holder | $4,445 | $2,504+77.5% | $2,858+55.5% | $5,306-16.2% |