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 | $112,618 | $102,317+10.1% | $146,958-23.4% | $80,856+39.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 11.07% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,936 | $3,713-47.9% | $4,933-60.8% | $2,755-29.7% |
| Participant deferral / active EE | $9,608 | $6,644+44.6% | $8,070+19.1% | $4,296+123.7% |
| Admin fee / account holder | $10,837 | $7,941+36.5% | $12,998-16.6% | $6,918+56.6% |