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 | $107,737 | $80,968+33.1% | $96,544+11.6% | $75,163+43.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.94% | 27.06%-15.1pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $4,284 | $2,282+87.8% | $2,965+44.5% | $2,670+60.5% |
| Participant deferral / active EE | $5,437 | $3,928+38.4% | $4,851+12.1% | $4,125+31.8% |
| Admin fee / account holder | $16,039 | $6,724+138.5% | $8,252+94.4% | $5,651+183.8% |