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 8-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 | $23,119 | $51,175-54.8% | $70,515-67.2% | $75,163-69.2% |
| Participation rate | 95.2% | 60.9%+34.3pp | 68.3%+26.9pp | 67.2%+28.0pp |
| Annual return | 12.76% | 30.02%-17.3pp | 32.77%-20.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,625 | $1,826-11.0% | $2,973-45.3% | $2,670-39.1% |
| Participant deferral / active EE | $3,013 | $2,849+5.7% | $4,567-34.0% | $4,125-27.0% |
| Admin fee / account holder | $2,548 | $4,091-37.7% | $6,412-60.3% | $5,651-54.9% |