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 | $12,435 | $45,073-72.4% | $69,455-82.1% | $72,985-83.0% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.7pp |
| Annual return | 2.13% | 22.65%-20.5pp | 28.97%-26.8pp | 81.00%-78.9pp |
| Employer contribution / active EE | $1,891 | $2,054-7.9% | $2,779-31.9% | $2,440-22.5% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $301 | $3,056-90.2% | $3,839-92.2% | $5,124-94.1% |