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 | $29,695 | $59,186-49.8% | $76,768-61.3% | $56,287-47.2% |
| Participation rate | 88.6% | 75.2%+13.4pp | 77.0%+11.6pp | 69.9%+18.7pp |
| Annual return | -7.78% | 6.62%-14.4pp | 2.43%-10.2pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,164 | $1,759-33.8% | $2,485-53.2% | $2,111-44.9% |
| Participant deferral / active EE | $2,836 | $3,255-12.9% | $3,852-26.4% | $3,350-15.3% |
| Admin fee / account holder | $803 | $489+64.2% | $6,675-88.0% | $521+54.2% |