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 3-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 | $14,438 | $48,750-70.4% | $88,946-83.8% | $74,304-80.6% |
| Participation rate | 86.5% | 44.5%+42.1pp | 68.8%+17.7pp | 60.3%+26.2pp |
| Annual return | 13.25% | 25.91%-12.7pp | 57.82%-44.6pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,361 | $1,255+8.4% | $2,555-46.7% | $2,241-39.3% |
| Participant deferral / active EE | $2,487 | $2,423+2.7% | $4,581-45.7% | $3,767-34.0% |
| Admin fee / account holder | $2,620 | $3,756-30.2% | $8,261-68.3% | $2,969-11.7% |