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 9-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 | $106,969 | $100,923+6.0% | $150,045-28.7% | $74,304+44.0% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.3%-22.3pp | 60.3%-0.3pp |
| Annual return | 16.20% | 51.77%-35.6pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,645 | $3,463-23.6% | $4,693-43.6% | $2,241+18.0% |
| Participant deferral / active EE | $5,760 | $6,709-14.2% | $7,997-28.0% | $3,767+52.9% |
| Admin fee / account holder | $8,286 | $2,767+199.5% | $13,435-38.3% | $2,969+179.1% |