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 | $70,027 | $73,102-4.2% | $123,544-43.3% | $56,287+24.4% |
| Participation rate | 91.1% | 74.3%+16.8pp | 82.3%+8.8pp | 69.9%+21.2pp |
| Annual return | -8.07% | 3.01%-11.1pp | 119.20%-127.3pp | -9.96%+1.9pp |
| Employer contribution / active EE | $3,374 | $2,977+13.3% | $4,628-27.1% | $2,111+59.8% |
| Participant deferral / active EE | $8,096 | $5,423+49.3% | $6,426+26.0% | $3,350+141.7% |
| Admin fee / account holder | $1,092 | $554+97.2% | $9,284-88.2% | $521+109.6% |