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 | $45,080 | $76,912-41.4% | $129,110-65.1% | $68,494-34.2% |
| Participation rate | 96.8% | 69.1%+27.6pp | 77.3%+19.5pp | 67.9%+28.9pp |
| Annual return | -21.41% | -9.78%-11.6pp | -10.94%-10.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $3,580 | $3,243+10.4% | $5,052-29.1% | $2,596+37.9% |
| Participant deferral / active EE | $6,671 | $4,732+41.0% | $6,542+2.0% | $4,027+65.6% |
| Admin fee / account holder | $5,359 | $6,638-19.3% | $14,302-62.5% | $5,403-0.8% |