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 | $42,875 | $81,248-47.2% | $155,509-72.4% | $80,856-47.0% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+9.0pp | 67.6%+19.5pp |
| Annual return | 9.36% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,050 | $3,100-33.9% | $4,672-56.1% | $2,755-25.6% |
| Participant deferral / active EE | $2,852 | $3,452-17.4% | $5,626-49.3% | $4,296-33.6% |
| Admin fee / account holder | $3,025 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |