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 | $66,456 | $125,758-47.2% | $169,993-60.9% | $75,163-11.6% |
| Participation rate | 86.4% | 83.6%+2.8pp | 87.0%-0.6pp | 67.2%+19.2pp |
| Annual return | 12.96% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,609 | $4,615-43.5% | $6,785-61.6% | $2,670-2.3% |
| Participant deferral / active EE | $11,970 | $6,837+75.1% | $10,408+15.0% | $4,125+190.2% |
| Admin fee / account holder | $5,760 | $8,173-29.5% | $12,815-55.1% | $5,651+1.9% |