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 9-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 | $76,397 | $59,097+29.3% | $82,389-7.3% | $74,304+2.8% |
| Participation rate | 63.8% | 52.8%+11.0pp | 69.5%-5.8pp | 60.3%+3.4pp |
| Annual return | 19.96% | 22.85%-2.9pp | 28.67%-8.7pp | 29.43%-9.5pp |
| Employer contribution / active EE | $2,684 | $1,601+67.6% | $2,517+6.6% | $2,241+19.7% |
| Participant deferral / active EE | $5,664 | $2,775+104.1% | $4,155+36.3% | $3,767+50.3% |
| Admin fee / account holder | $6,255 | $4,489+39.3% | $7,231-13.5% | $2,969+110.7% |