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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,704 | $55,449-57.3% | $83,848-71.7% | $56,287-57.9% |
| Participation rate | 82.9% | 68.0%+14.9pp | 76.1%+6.8pp | 69.9%+13.1pp |
| Annual return | -4.47% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,737 | $2,430-28.5% | $3,631-52.2% | $2,111-17.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,776 | $656+170.8% | $5,478-67.6% | $521+241.0% |