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 | $37,910 | $84,487-55.1% | $125,339-69.8% | $66,914-43.3% |
| Participation rate | 93.5% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | -16.35% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,720 | $6,781-0.9% | $7,446-9.8% | $4,237+58.6% |
| Admin fee / account holder | $2,034 | $685+196.9% | $10,010-79.7% | $593+242.8% |