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 | $73,210 | $72,607+0.8% | $90,749-19.3% | $66,914+9.4% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.3pp |
| Annual return | -29.92% | -12.28%-17.6pp | -12.16%-17.8pp | 1.58%-31.5pp |
| Employer contribution / active EE | $4,248 | $2,369+79.4% | $2,921+45.4% | $2,544+67.0% |
| Participant deferral / active EE | $6,257 | $3,977+57.3% | $4,564+37.1% | $4,237+47.7% |
| Admin fee / account holder | $2,864 | $707+304.9% | $8,445-66.1% | $593+382.7% |