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 | $43,970 | $80,968-45.7% | $96,544-54.5% | $75,163-41.5% |
| Participation rate | 86.6% | 71.8%+14.8pp | 76.0%+10.6pp | 67.2%+19.4pp |
| Annual return | 10.15% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,809 | $2,282-20.7% | $2,965-39.0% | $2,670-32.2% |
| Participant deferral / active EE | $3,041 | $3,928-22.6% | $4,851-37.3% | $4,125-26.3% |
| Admin fee / account holder | $5,193 | $6,724-22.8% | $8,252-37.1% | $5,651-8.1% |