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 | $138,946 | $54,350+155.7% | $82,719+68.0% | $68,494+102.9% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.4pp | 67.9%+29.0pp |
| Annual return | -19.67% | -13.67%-6.0pp | 701.18%-720.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $6,976 | $2,218+214.5% | $3,009+131.8% | $2,596+168.7% |
| Participant deferral / active EE | $7,879 | $3,246+142.7% | $4,395+79.3% | $4,027+95.7% |
| Admin fee / account holder | $33,644 | $4,395+665.4% | $5,329+531.4% | $5,403+522.7% |