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 | $62,761 | $110,094-43.0% | $151,611-58.6% | $68,494-8.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 87.5%+8.2pp | 67.9%+27.8pp |
| Annual return | -14.70% | -10.12%-4.6pp | 3.33%-18.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $826 | $4,471-81.5% | $6,166-86.6% | $2,596-68.2% |
| Participant deferral / active EE | $5,108 | $6,527-21.7% | $8,363-38.9% | $4,027+26.8% |
| Admin fee / account holder | $5,766 | $7,719-25.3% | $11,616-50.4% | $5,403+6.7% |