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 | $28,637 | $77,813-63.2% | $123,544-76.8% | $64,186-55.4% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.3%+16.5pp | 69.6%+29.2pp |
| Annual return | -5.93% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,738 | $3,014-9.2% | $4,628-40.8% | $2,381+15.0% |
| Participant deferral / active EE | $1,669 | $5,240-68.1% | $6,426-74.0% | $3,470-51.9% |
| Admin fee / account holder | $1,042 | $5,519-81.1% | $9,284-88.8% | $4,888-78.7% |