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 4-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 | $39,388 | $88,634-55.6% | $101,326-61.1% | $74,304-47.0% |
| Participation rate | 93.1% | 76.9%+16.2pp | 81.5%+11.6pp | 60.3%+32.7pp |
| Annual return | 62.99% | 33.10%+29.9pp | 36.82%+26.2pp | 29.43%+33.6pp |
| Employer contribution / active EE | $214 | $2,930-92.7% | $3,665-94.2% | $2,241-90.4% |
| Participant deferral / active EE | $9,542 | $7,322+30.3% | $7,994+19.4% | $3,767+153.3% |
| Admin fee / account holder | $1,192 | $2,425-50.8% | $11,185-89.3% | $2,969-59.8% |