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 | $110,062 | $67,984+61.9% | $65,493+68.1% | $74,304+48.1% |
| Participation rate | 69.9% | 66.3%+3.6pp | 73.1%-3.2pp | 60.3%+9.6pp |
| Annual return | 13.45% | 19.87%-6.4pp | 982.45%-969.0pp | 29.43%-16.0pp |
| Employer contribution / active EE | $2,903 | $2,491+16.5% | $2,574+12.8% | $2,241+29.5% |
| Participant deferral / active EE | $4,410 | $3,346+31.8% | $3,961+11.3% | $3,767+17.1% |
| Admin fee / account holder | $4,034 | $1,373+193.8% | $5,028-19.8% | $2,969+35.9% |