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 | $92,844 | $77,899+19.2% | $149,673-38.0% | $75,163+23.5% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 10.56% | 31.72%-21.2pp | 134.42%-123.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,664 | $3,137-15.1% | $4,818-44.7% | $2,670-0.2% |
| Participant deferral / active EE | $3,387 | $3,411-0.7% | $5,680-40.4% | $4,125-17.9% |
| Admin fee / account holder | $2,929 | $5,956-50.8% | $13,210-77.8% | $5,651-48.2% |