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 | $10,398 | $54,705-81.0% | $71,209-85.4% | $84,808-87.7% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 10.28% | 35.90%-25.6pp | 282.51%-272.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $322 | $2,158-85.1% | $2,721-88.2% | $2,631-87.8% |
| Participant deferral / active EE | $881 | $3,030-70.9% | $4,175-78.9% | $4,212-79.1% |
| Admin fee / account holder | $794 | $4,863-83.7% | $5,349-85.2% | $7,344-89.2% |