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.
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 | $58,813 | $59,101-0.5% | $77,163-23.8% | $75,163-21.8% |
| Participation rate | 68.7% | 63.9%+4.8pp | 69.6%-0.9pp | 67.2%+1.5pp |
| Annual return | 20.47% | 26.71%-6.2pp | 37.87%-17.4pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,389 | $1,995+69.8% | $2,535+33.7% | $2,670+26.9% |
| Participant deferral / active EE | $6,141 | $2,999+104.8% | $3,833+60.2% | $4,125+48.9% |
| Admin fee / account holder | $8,989 | $4,774+88.3% | $5,472+64.3% | $5,651+59.1% |