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 | $38,820 | $65,435-40.7% | $86,677-55.2% | $66,914-42.0% |
| Participation rate | 86.8% | 75.5%+11.4pp | 76.6%+10.3pp | 69.8%+17.0pp |
| Annual return | -18.05% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $2,550 | $2,153+18.4% | $2,836-10.1% | $2,544+0.2% |
| Participant deferral / active EE | $4,727 | $4,100+15.3% | $4,656+1.5% | $4,237+11.6% |
| Admin fee / account holder | $831 | $642+29.5% | $7,493-88.9% | $593+40.1% |