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 | $39,952 | $145,904-72.6% | $83,848-52.4% | - |
| Participation rate | 99.0% | 64.1%+34.9pp | 76.1%+22.8pp | - |
| Annual return | -7.91% | -3.19%-4.7pp | 850.88%-858.8pp | - |
| Employer contribution / active EE | $1,911 | $1,734+10.2% | $3,631-47.4% | - |
| Participant deferral / active EE | $4,061 | $2,760+47.2% | $4,082-0.5% | - |
| Admin fee / account holder | $1,345 | $8,727-84.6% | $5,478-75.4% | - |