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 | $10,511 | $80,717-87.0% | $154,803-93.2% | $84,808-87.6% |
| Participation rate | 98.7% | 66.8%+31.9pp | 78.1%+20.6pp | 68.3%+30.4pp |
| Annual return | 13.67% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,630 | $2,761-4.8% | $4,305-38.9% | $2,6310% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $925 | $6,746-86.3% | $14,329-93.5% | $7,344-87.4% |