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 | $25,867 | $98,750-73.8% | $149,696-82.7% | $79,858-67.6% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 6.06% | 27.43%-21.4pp | 276.60%-270.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $863 | $3,216-73.2% | $4,644-81.4% | $2,471-65.1% |
| Participant deferral / active EE | $7,002 | $5,680+23.3% | $6,842+2.3% | $3,740+87.2% |
| Admin fee / account holder | $1,449 | $6,053-76.1% | $9,309-84.4% | $5,306-72.7% |