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 | $43,419 | $55,706-22.1% | $75,886-42.8% | $72,985-40.5% |
| Participation rate | 98.6% | 61.1%+37.4pp | 69.3%+29.3pp | 69.5%+29.1pp |
| Annual return | -12.43% | 27.59%-40.0pp | 30.76%-43.2pp | 81.00%-93.4pp |
| Employer contribution / active EE | $4,089 | $1,687+142.4% | $2,500+63.5% | $2,440+67.6% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,697 | $3,978-57.3% | $5,418-68.7% | $5,124-66.9% |