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 | $32,806 | $104,475-68.6% | $159,436-79.4% | $79,386-58.7% |
| Participation rate | 94.7% | 76.6%+18.1pp | 82.8%+11.9pp | 70.7%+24.0pp |
| Annual return | 11.44% | 67.95%-56.5pp | 263.57%-252.1pp | 116.85%-105.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,089 | $6,467-52.2% | $7,352-58.0% | $4,046-23.6% |
| Admin fee / account holder | $8,606 | $711+1110.2% | $10,799-20.3% | $626+1273.9% |