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 | $30,944 | $91,538-66.2% | $129,995-76.2% | $75,163-58.8% |
| Participation rate | 78.1% | 71.4%+6.7pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | -6.16% | -631.11%+624.9pp | -137.18%+131.0pp | 160.62%-166.8pp |
| Employer contribution / active EE | $928 | $2,845-67.4% | $4,320-78.5% | $2,670-65.2% |
| Participant deferral / active EE | $1,950 | $4,341-55.1% | $5,820-66.5% | $4,125-52.7% |
| Admin fee / account holder | $634 | $6,790-90.7% | $10,614-94.0% | $5,651-88.8% |