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 | $83,570 | $89,753-6.9% | $107,525-22.3% | $84,808-1.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.77% | 29.48%-19.7pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $6,912 | $3,113+122.0% | $3,754+84.1% | $2,631+162.7% |
| Participant deferral / active EE | $2,368 | $4,056-41.6% | $5,116-53.7% | $4,212-43.8% |
| Admin fee / account holder | $10,310 | $7,222+42.8% | $8,919+15.6% | $7,344+40.4% |