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 7-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 | $12,224 | $44,984-72.8% | $85,009-85.6% | $74,546-83.6% |
| Participation rate | 88.3% | 49.4%+38.9pp | 67.5%+20.8pp | 67.2%+21.1pp |
| Annual return | 10.42% | 26.25%-15.8pp | 66.47%-56.0pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $1,425 | $1,458-2.3% | $2,728-47.8% | $2,624-45.7% |
| Participant deferral / active EE | $1,613 | $2,733-41.0% | $4,522-64.3% | $4,347-62.9% |
| Admin fee / account holder | $2,392 | $2,208+8.3% | $6,153-61.1% | $1,944+23.1% |