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 | $116,448 | $60,989+90.9% | $60,874+91.3% | $66,914+74.0% |
| Participation rate | 89.0% | 74.5%+14.5pp | 73.1%+15.9pp | 69.8%+19.2pp |
| Annual return | -20.25% | -9.60%-10.7pp | 16.90%-37.1pp | 1.58%-21.8pp |
| Employer contribution / active EE | $2,421 | $2,661-9.0% | $2,701-10.4% | $2,544-4.8% |
| Participant deferral / active EE | $6,104 | $3,615+68.9% | $3,817+59.9% | $4,237+44.1% |
| Admin fee / account holder | $5,538 | $338+1536.3% | $3,224+71.8% | $593+833.6% |