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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,899 | $76,050-35.7% | $96,544-49.4% | $71,457-31.6% |
| Participation rate | 94.4% | 74.4%+20.0pp | 76.0%+18.5pp | 67.9%+26.5pp |
| Annual return | 9.81% | 22.81%-13.0pp | 25.84%-16.0pp | 28.85%-19.0pp |
| Employer contribution / active EE | $1,714 | $2,244-23.6% | $2,965-42.2% | $2,588-33.8% |
| Participant deferral / active EE | $1,599 | $4,215-62.1% | $4,851-67.0% | $4,289-62.7% |
| Admin fee / account holder | $1,953 | $2,707-27.8% | $8,252-76.3% | $1,587+23.1% |