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 | $14,067 | $54,762-74.3% | $90,281-84.4% | $72,985-80.7% |
| Participation rate | 98.1% | 65.1%+33.0pp | 73.3%+24.9pp | 69.5%+28.7pp |
| Annual return | 5.07% | 30.63%-25.6pp | 78.10%-73.0pp | 81.00%-75.9pp |
| Employer contribution / active EE | $1,777 | $2,092-15.1% | $2,854-37.7% | $2,440-27.2% |
| Participant deferral / active EE | $1,153 | $2,887-60.1% | $3,885-70.3% | $3,607-68.0% |
| Admin fee / account holder | $560 | $3,972-85.9% | $5,351-89.5% | $5,124-89.1% |