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 | $52,757 | $82,664-36.2% | $125,339-57.9% | $68,494-23.0% |
| Participation rate | 85.6% | 75.0%+10.5pp | 82.4%+3.2pp | 67.9%+17.7pp |
| Annual return | -19.59% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,758 | $3,381-18.4% | $4,814-42.7% | $2,596+6.2% |
| Participant deferral / active EE | $9,949 | $6,110+62.8% | $7,446+33.6% | $4,027+147.0% |
| Admin fee / account holder | $861 | $6,275-86.3% | $10,010-91.4% | $5,403-84.1% |