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.
Participant 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 | $81,720 | $72,277+13.1% | $101,248-19.3% | $79,858+2.3% |
| Participation rate | 91.3% | 68.5%+22.8pp | 75.8%+15.4pp | 69.6%+21.6pp |
| Annual return | 14.72% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,250 | $2,692-16.4% | $3,660-38.5% | $2,471-8.9% |
| Participant deferral / active EE | $1,354 | $3,282-58.8% | $4,370-69.0% | $3,740-63.8% |
| Admin fee / account holder | $1,116 | $4,400-74.6% | $5,945-81.2% | $5,306-79.0% |