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 | $69,786 | $86,655-19.5% | $119,609-41.7% | $66,914+4.3% |
| Participation rate | 74.1% | 75.6%-1.4pp | 79.3%-5.1pp | 69.8%+4.3pp |
| Annual return | -19.84% | -8.00%-11.8pp | -14.97%-4.9pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,628 | $2,536-35.8% | $4,232-61.5% | $2,544-36.0% |
| Participant deferral / active EE | $3,354 | $4,358-23.0% | $5,602-40.1% | $4,237-20.8% |
| Admin fee / account holder | $1,518 | $755+101.2% | $10,323-85.3% | $593+155.9% |