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 3-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 | $38,772 | $80,673-51.9% | $101,326-61.7% | $84,808-54.3% |
| Participation rate | 87.2% | 77.8%+9.4pp | 81.5%+5.7pp | 68.3%+18.9pp |
| Annual return | 41.57% | 38.95%+2.6pp | 36.82%+4.7pp | 40.90%+0.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,259 | $6,840+64.6% | $7,994+40.8% | $4,212+167.3% |
| Admin fee / account holder | $8,192 | $12,784-35.9% | $11,185-26.8% | $7,344+11.6% |