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 | $65,501 | $125,758-47.9% | $169,993-61.5% | $75,163-12.9% |
| Participation rate | 83.9% | 83.6%+0.3pp | 87.0%-3.1pp | 67.2%+16.7pp |
| Annual return | 12.67% | 27.20%-14.5pp | 53.37%-40.7pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,594 | $4,615-43.8% | $6,785-61.8% | $2,670-2.8% |
| Participant deferral / active EE | $3,098 | $6,837-54.7% | $10,408-70.2% | $4,125-24.9% |
| Admin fee / account holder | $3,783 | $8,173-53.7% | $12,815-70.5% | $5,651-33.0% |