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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,232 | $65,409+73.1% | $98,442+15.0% | $85,850+31.9% |
| Participation rate | 63.6% | 65.0%-1.4pp | 73.3%-9.7pp | 69.3%-5.7pp |
| Annual return | 22.85% | 21.76%+1.1pp | 1492.73%-1469.9pp | 318.53%-295.7pp |
| Employer contribution / active EE | $1,415 | $2,168-34.7% | $2,960-52.2% | $2,565-44.8% |
| Participant deferral / active EE | $3,038 | $3,166-4.0% | $4,276-28.9% | $3,952-23.1% |
| Admin fee / account holder | $2,137 | $4,593-53.5% | $5,949-64.1% | $6,260-65.9% |