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 7-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 | $145,887 | $73,933+97.3% | $96,683+50.9% | $75,163+94.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 11.43% | 26.70%-15.3pp | 35.69%-24.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,623 | $2,928+23.8% | $3,737-3.0% | $2,670+35.7% |
| Participant deferral / active EE | $4,744 | $3,659+29.7% | $4,878-2.7% | $4,125+15.0% |
| Admin fee / account holder | $1,751 | $5,216-66.4% | $6,730-74.0% | $5,651-69.0% |