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 | $115,050 | $57,281+100.9% | $86,612+32.8% | $75,163+53.1% |
| Participation rate | 87.6% | 63.2%+24.4pp | 71.7%+15.9pp | 67.2%+20.4pp |
| Annual return | 0.56% | 2670.75%-2670.2pp | 591.07%-590.5pp | 160.62%-160.1pp |
| Employer contribution / active EE | $1,533 | $2,314-33.8% | $3,022-49.3% | $2,670-42.6% |
| Participant deferral / active EE | $4,810 | $3,318+45.0% | $4,438+8.4% | $4,125+16.6% |
| Admin fee / account holder | $3,443 | $4,112-16.3% | $5,614-38.7% | $5,651-39.1% |