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 9-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 | $47,787 | $68,719-30.5% | $91,541-47.8% | $84,808-43.7% |
| Participation rate | 97.9% | 64.5%+33.4pp | 69.8%+28.1pp | 68.3%+29.6pp |
| Annual return | -6.97% | 19.12%-26.1pp | 20.50%-27.5pp | 40.90%-47.9pp |
| Employer contribution / active EE | $3,437 | $1,920+79.0% | $2,505+37.2% | $2,631+30.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,991 | $5,786-48.3% | $6,956-57.0% | $7,344-59.3% |