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 | $25,719 | $52,406-50.9% | $129,207-80.1% | $74,495-65.5% |
| Participation rate | 73.8% | 53.8%+20.0pp | 69.6%+4.2pp | 67.2%+6.6pp |
| Annual return | 10.11% | 15.66%-5.5pp | 9417.33%-9407.2pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,195 | $1,531-21.9% | $4,153-71.2% | $2,623-54.4% |
| Participant deferral / active EE | $2,178 | $2,794-22.1% | $4,168-47.7% | $4,346-49.9% |
| Admin fee / account holder | $2,850 | $2,633+8.2% | $7,715-63.1% | $1,942+46.8% |