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 5-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 | $42,085 | $51,244-17.9% | $80,975-48.0% | $55,167-23.7% |
| Participation rate | 89.0% | 71.7%+17.3pp | 75.8%+13.2pp | 69.0%+20.0pp |
| Annual return | 5.88% | 17.39%-11.5pp | 17.10%-11.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,397 | $1,770-21.1% | $3,714-62.4% | $1,963-28.8% |
| Participant deferral / active EE | $2,533 | $4,418-42.7% | $5,696-55.5% | $3,054-17.1% |
| Admin fee / account holder | $1,118 | $398+180.9% | $5,516-79.7% | $504+121.9% |