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 | $128,358 | $82,978+54.7% | $129,995-1.3% | $71,457+79.6% |
| Participation rate | 57.7% | 74.1%-16.4pp | 78.5%-20.8pp | 67.9%-10.2pp |
| Annual return | 25.22% | 20.60%+4.6pp | -137.18%+162.4pp | 28.85%-3.6pp |
| Employer contribution / active EE | $2,510 | $2,622-4.2% | $4,320-41.9% | $2,588-3.0% |
| Participant deferral / active EE | $4,995 | $4,432+12.7% | $5,820-14.2% | $4,289+16.5% |
| Admin fee / account holder | $3,588 | $1,729+107.5% | $10,614-66.2% | $1,587+126.0% |