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 | $24,659 | $82,664-70.2% | $125,339-80.3% | $68,494-64.0% |
| Participation rate | 86.9% | 75.0%+11.9pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -20.18% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,480 | $3,381-56.2% | $4,814-69.3% | $2,596-43.0% |
| Participant deferral / active EE | $6,471 | $6,110+5.9% | $7,446-13.1% | $4,027+60.7% |
| Admin fee / account holder | $1,971 | $6,275-68.6% | $10,010-80.3% | $5,403-63.5% |