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.
Employer 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 | $69,887 | $93,571-25.3% | $135,903-48.6% | $75,163-7.0% |
| Participation rate | 86.3% | 75.2%+11.1pp | 81.9%+4.3pp | 67.2%+19.1pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $289 | $3,537-91.8% | $4,856-94.0% | $2,670-89.2% |
| Participant deferral / active EE | $8,075 | $6,404+26.1% | $7,758+4.1% | $4,125+95.8% |
| Admin fee / account holder | $4,138 | $6,975-40.7% | $10,762-61.5% | $5,651-26.8% |