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 | $37,267 | $46,553-19.9% | $64,056-41.8% | $75,163-50.4% |
| Participation rate | 89.2% | 65.9%+23.2pp | 72.3%+16.9pp | 67.2%+22.0pp |
| Annual return | 3.18% | 26.03%-22.8pp | 33.69%-30.5pp | 160.62%-157.4pp |
| Employer contribution / active EE | $773 | $1,974-60.9% | $2,747-71.9% | $2,670-71.1% |
| Participant deferral / active EE | $1,481 | $2,837-47.8% | $3,880-61.8% | $4,125-64.1% |
| Admin fee / account holder | $651 | $2,952-77.9% | $3,068-78.8% | $5,651-88.5% |