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 | $46,741 | $65,376-28.5% | $87,100-46.3% | $65,185-28.3% |
| Participation rate | 94.0% | 75.3%+18.7pp | 76.9%+17.1pp | 70.2%+23.8pp |
| Annual return | 23.03% | 31.27%-8.2pp | 28.19%-5.2pp | 29.38%-6.4pp |
| Employer contribution / active EE | $499 | $1,822-72.6% | $2,521-80.2% | $2,177-77.1% |
| Participant deferral / active EE | $2,678 | $3,388-21.0% | $4,049-33.8% | $3,514-23.8% |
| Admin fee / account holder | $3,194 | $520+514.5% | $7,497-57.4% | $847+277.0% |