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 | $88,640 | $81,900+8.2% | $119,609-25.9% | $68,494+29.4% |
| Participation rate | 98.9% | 71.9%+27.1pp | 79.3%+19.7pp | 67.9%+31.1pp |
| Annual return | -21.16% | -23.82%+2.7pp | -14.97%-6.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,706 | $2,693+0.5% | $4,232-36.1% | $2,596+4.2% |
| Participant deferral / active EE | $5,618 | $4,148+35.4% | $5,602+0.3% | $4,027+39.5% |
| Admin fee / account holder | $3,505 | $6,582-46.7% | $10,323-66.0% | $5,403-35.1% |