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 | $85,769 | $66,098+29.8% | $101,794-15.7% | $74,304+15.4% |
| Participation rate | 71.3% | 53.8%+17.6pp | 69.2%+2.1pp | 60.3%+11.0pp |
| Annual return | 12.11% | 19.59%-7.5pp | 30.53%-18.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,537 | $1,082+42.1% | $2,289-32.9% | $2,241-31.4% |
| Participant deferral / active EE | $2,554 | $2,781-8.2% | $4,084-37.5% | $3,767-32.2% |
| Admin fee / account holder | $5,912 | $4,146+42.6% | $8,777-32.6% | $2,969+99.1% |