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 | $76,206 | $72,277+5.4% | $101,248-24.7% | $79,858-4.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -27.72% | 22.30%-50.0pp | 46.47%-74.2pp | 31.71%-59.4pp |
| Employer contribution / active EE | $9,272 | $2,692+244.5% | $3,660+153.4% | $2,471+275.2% |
| Participant deferral / active EE | $3,196 | $3,282-2.6% | $4,370-26.9% | $3,740-14.5% |
| Admin fee / account holder | $4,956 | $4,400+12.6% | $5,945-16.7% | $5,306-6.6% |