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 | $29,173 | $61,660-52.7% | $80,019-63.5% | $64,186-54.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -7.92% | -0.33%-7.6pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,733 | $1,810+106.2% | $2,468+51.3% | $2,381+56.8% |
| Participant deferral / active EE | $2,741 | $2,968-7.6% | $3,686-25.6% | $3,470-21.0% |
| Admin fee / account holder | $2,566 | $5,417-52.6% | $6,521-60.7% | $4,888-47.5% |