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 | $69,662 | $85,766-18.8% | $136,294-48.9% | $70,131-0.7% |
| Participation rate | 89.8% | 74.2%+15.6pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 14.04% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,476 | $2,966-50.2% | $4,695-68.6% | $2,342-37.0% |
| Participant deferral / active EE | $5,681 | $5,051+12.5% | $6,247-9.1% | $3,332+70.5% |
| Admin fee / account holder | $1,717 | $5,420-68.3% | $9,243-81.4% | $4,645-63.0% |