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 | $127,610 | $81,248+57.1% | $155,509-17.9% | $80,856+57.8% |
| Participation rate | 85.9% | 66.2%+19.7pp | 78.2%+7.7pp | 67.6%+18.3pp |
| Annual return | 9.85% | 33.31%-23.5pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $9,228 | $3,100+197.7% | $4,672+97.5% | $2,755+235.0% |
| Participant deferral / active EE | $6,792 | $3,452+96.8% | $5,626+20.7% | $4,296+58.1% |
| Admin fee / account holder | $18,198 | $7,997+127.6% | $15,912+14.4% | $6,918+163.1% |