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 | $67,582 | $53,822+25.6% | $75,696-10.7% | $85,850-21.3% |
| Participation rate | 97.6% | 69.1%+28.6pp | 74.8%+22.8pp | 69.3%+28.3pp |
| Annual return | 29.10% | 24.54%+4.6pp | 104.53%-75.4pp | 318.53%-289.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,711 | $2,895+28.2% | $3,821-2.9% | $3,952-6.1% |
| Admin fee / account holder | $10,422 | $3,343+211.8% | $3,619+188.0% | $6,260+66.5% |