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 | $89,259 | $76,912+16.1% | $129,110-30.9% | $68,494+30.3% |
| Participation rate | 97.8% | 69.1%+28.7pp | 77.3%+20.6pp | 67.9%+30.0pp |
| Annual return | -19.09% | -9.78%-9.3pp | -10.94%-8.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,296 | $3,243+1.6% | $5,052-34.8% | $2,596+26.9% |
| Participant deferral / active EE | $7,494 | $4,732+58.4% | $6,542+14.6% | $4,027+86.1% |
| Admin fee / account holder | $10,362 | $6,638+56.1% | $14,302-27.6% | $5,403+91.8% |