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 | $29,427 | $76,000-61.3% | $154,107-80.9% | $64,186-54.2% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.4pp |
| Annual return | 40.17% | 30.32%+9.9pp | 735.12%-695.0pp | 7.63%+32.5pp |
| Employer contribution / active EE | $314 | $3,351-90.6% | $5,298-94.1% | $2,381-86.8% |
| Participant deferral / active EE | $2,072 | $3,175-34.7% | $5,081-59.2% | $3,470-40.3% |
| Admin fee / account holder | $13,770 | $5,596+146.1% | $13,411+2.7% | $4,888+181.7% |