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 | $157,858 | $81,900+92.7% | $119,609+32.0% | $68,494+130.5% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -19.86% | -23.82%+4.0pp | -14.97%-4.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,979 | $2,693+84.8% | $4,232+17.6% | $2,596+91.8% |
| Participant deferral / active EE | $7,120 | $4,148+71.7% | $5,602+27.1% | $4,027+76.8% |
| Admin fee / account holder | $3,201 | $6,582-51.4% | $10,323-69.0% | $5,403-40.7% |