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 | $92,644 | $102,553-9.7% | $151,611-38.9% | $66,914+38.5% |
| Participation rate | 77.1% | 85.5%-8.4pp | 87.5%-10.4pp | 69.8%+7.3pp |
| Annual return | -20.30% | -10.82%-9.5pp | 3.33%-23.6pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,766 | $4,180-33.8% | $6,166-55.1% | $2,544+8.7% |
| Participant deferral / active EE | $8,212 | $6,641+23.7% | $8,363-1.8% | $4,237+93.8% |
| Admin fee / account holder | $5,967 | $630+847.4% | $11,616-48.6% | $593+905.8% |