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 | $240,943 | $73,867+226.2% | $143,757+67.6% | $68,494+251.8% |
| Participation rate | 99.0% | 66.7%+32.3pp | 80.3%+18.7pp | 67.9%+31.1pp |
| Annual return | -20.05% | 1.01%-21.1pp | -0.04%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $13,039 | $3,184+309.5% | $4,951+163.4% | $2,596+402.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,484 | $5,755+64.8% | $14,673-35.4% | $5,403+75.5% |