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 | $51,127 | $65,435-21.9% | $86,677-41.0% | $66,914-23.6% |
| Participation rate | 78.6% | 75.5%+3.2pp | 76.6%+2.1pp | 69.8%+8.8pp |
| Annual return | -21.74% | -10.89%-10.8pp | 35.91%-57.6pp | 1.58%-23.3pp |
| Employer contribution / active EE | $1,552 | $2,153-27.9% | $2,836-45.3% | $2,544-39.0% |
| Participant deferral / active EE | $3,303 | $4,100-19.4% | $4,656-29.1% | $4,237-22.0% |
| Admin fee / account holder | $1,046 | $642+63.0% | $7,493-86.0% | $593+76.3% |