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 5-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 | $34,216 | $65,435-47.7% | $86,677-60.5% | $66,914-48.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -19.27% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,971 | $2,153-8.4% | $2,836-30.5% | $2,544-22.5% |
| Participant deferral / active EE | $4,665 | $4,100+13.8% | $4,656+0.2% | $4,237+10.1% |
| Admin fee / account holder | $700 | $642+9.0% | $7,493-90.7% | $593+17.9% |