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 | $44,741 | $94,529-52.7% | $140,016-68.0% | $64,186-30.3% |
| Participation rate | 93.6% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -8.24% | 7.77%-16.0pp | 651.12%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,503 | $3,812-60.6% | $5,606-73.2% | $2,381-36.9% |
| Participant deferral / active EE | $3,487 | $5,250-33.6% | $6,927-49.7% | $3,470+0.5% |
| Admin fee / account holder | $5,207 | $6,741-22.8% | $10,705-51.4% | $4,888+6.5% |