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 | $27,728 | $63,355-56.2% | $91,989-69.9% | $72,985-62.0% |
| Participation rate | 98.2% | 72.5%+25.7pp | 78.6%+19.6pp | 69.5%+28.7pp |
| Annual return | 18.90% | 35.35%-16.4pp | 69.02%-50.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,966 | $2,116-7.1% | $3,452-43.1% | $2,440-19.4% |
| Participant deferral / active EE | $2,501 | $4,883-48.8% | $5,923-57.8% | $3,607-30.7% |
| Admin fee / account holder | $2,894 | $4,668-38.0% | $7,743-62.6% | $5,124-43.5% |