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 | $30,653 | $45,035-31.9% | $62,995-51.3% | $70,131-56.3% |
| Participation rate | 83.7% | 69.5%+14.2pp | 74.8%+8.9pp | 69.5%+14.2pp |
| Annual return | 10.76% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,290 | $2,051+11.7% | $2,759-17.0% | $2,342-2.2% |
| Participant deferral / active EE | $962 | $2,465-61.0% | $3,329-71.1% | $3,332-71.1% |
| Admin fee / account holder | $6,199 | $2,834+118.7% | $3,600+72.2% | $4,645+33.4% |