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 | $38,560 | $91,552-57.9% | $133,956-71.2% | $79,858-51.7% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.7pp |
| Annual return | -2.28% | 61.85%-64.1pp | 45.09%-47.4pp | 31.71%-34.0pp |
| Employer contribution / active EE | $2,000 | $2,384-16.1% | $3,919-49.0% | $2,471-19.1% |
| Participant deferral / active EE | $1,771 | $3,733-52.6% | $5,048-64.9% | $3,740-52.7% |
| Admin fee / account holder | $1,750 | $6,321-72.3% | $8,927-80.4% | $5,306-67.0% |