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 | $56,996 | $94,031-39.4% | $115,768-50.8% | $82,448-30.9% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.4%+20.5pp | 68.1%+26.8pp |
| Annual return | 17.73% | 20.61%-2.9pp | 100.46%-82.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $538 | $2,323-76.8% | $2,940-81.7% | $2,551-78.9% |
| Participant deferral / active EE | $2,803 | $3,972-29.4% | $4,917-43.0% | $4,139-32.3% |
| Admin fee / account holder | $2,789 | $10,249-72.8% | $12,439-77.6% | $7,234-61.5% |