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 | $80,872 | $87,870-8.0% | $113,168-28.5% | $74,304+8.8% |
| Participation rate | 92.3% | 70.7%+21.5pp | 76.6%+15.7pp | 60.3%+31.9pp |
| Annual return | 114.64% | 26.44%+88.2pp | 24.27%+90.4pp | 29.43%+85.2pp |
| Employer contribution / active EE | $40 | $2,277-98.2% | $2,975-98.6% | $2,241-98.2% |
| Participant deferral / active EE | $3,155 | $4,241-25.6% | $5,107-38.2% | $3,767-16.2% |
| Admin fee / account holder | $964 | $3,368-71.4% | $12,068-92.0% | $2,969-67.5% |