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 | $30,394 | $73,102-58.4% | $123,544-75.4% | $56,287-46.0% |
| Participation rate | 74.9% | 74.3%+0.6pp | 82.3%-7.4pp | 69.9%+5.0pp |
| Annual return | 1.86% | 3.01%-1.1pp | 119.20%-117.3pp | -9.96%+11.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,489 | $5,423+19.7% | $6,426+1.0% | $3,350+93.7% |
| Admin fee / account holder | $522 | $554-5.7% | $9,284-94.4% | $521+0.3% |