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 | $63,419 | $64,707-2.0% | $112,228-43.5% | $68,494-7.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.40% | -11.40%-10.0pp | 27.45%-48.8pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,098 | $2,746-23.6% | $3,635-42.3% | $2,596-19.2% |
| Participant deferral / active EE | $4,708 | $3,565+32.1% | $4,728-0.4% | $4,027+16.9% |
| Admin fee / account holder | $13,340 | $5,232+155.0% | $6,410+108.1% | $5,403+146.9% |