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 | $60,061 | $64,707-7.2% | $112,228-46.5% | $68,494-12.3% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -24.91% | -11.40%-13.5pp | 27.45%-52.4pp | -7.84%-17.1pp |
| Employer contribution / active EE | $7,957 | $2,746+189.8% | $3,635+118.9% | $2,596+206.5% |
| Participant deferral / active EE | $6,977 | $3,565+95.7% | $4,728+47.6% | $4,027+73.2% |
| Admin fee / account holder | $1,736 | $5,232-66.8% | $6,410-72.9% | $5,403-67.9% |