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 | $36,146 | $81,900-55.9% | $119,609-69.8% | $68,494-47.2% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | -19.43% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,856 | $2,693-31.1% | $4,232-56.1% | $2,596-28.5% |
| Participant deferral / active EE | $3,043 | $4,148-26.6% | $5,602-45.7% | $4,027-24.4% |
| Admin fee / account holder | $1,079 | $6,582-83.6% | $10,323-89.5% | $5,403-80.0% |