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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,819 | $87,870+17.0% | $113,168-9.1% | $74,304+38.4% |
| Participation rate | 59.7% | 70.7%-11.0pp | 76.6%-16.8pp | 60.3%-0.6pp |
| Annual return | 19.16% | 26.44%-7.3pp | 24.27%-5.1pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,218 | $2,277-2.6% | $2,975-25.4% | $2,241-1.0% |
| Participant deferral / active EE | $5,040 | $4,241+18.8% | $5,107-1.3% | $3,767+33.8% |
| Admin fee / account holder | $7,180 | $3,368+113.2% | $12,068-40.5% | $2,969+141.8% |