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 | $55,716 | $95,416-41.6% | $185,823-70.0% | $85,850-35.1% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 24.09% | 23.59%+0.5pp | 122.05%-98.0pp | 318.53%-294.4pp |
| Employer contribution / active EE | -$23 | $3,314-100.7% | $5,167-100.4% | $2,565-100.9% |
| Participant deferral / active EE | $4,254 | $3,423+24.3% | $5,568-23.6% | $3,952+7.7% |
| Admin fee / account holder | $5,540 | $7,213-23.2% | $16,237-65.9% | $6,260-11.5% |