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 9-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 | $56,535 | $101,317-44.2% | $146,958-61.5% | $74,495-24.1% |
| Participation rate | 73.5% | 75.5%-2.0pp | 82.2%-8.6pp | 67.2%+6.3pp |
| Annual return | 12.63% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,676 | $3,810-29.8% | $4,933-45.8% | $2,623+2.0% |
| Participant deferral / active EE | $6,504 | $7,303-10.9% | $8,070-19.4% | $4,346+49.7% |
| Admin fee / account holder | $1,112 | $1,739-36.1% | $12,998-91.4% | $1,942-42.8% |