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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,411 | $208,526-84.5% | $96,683-66.5% | - |
| Participation rate | 96.0% | 66.0%+30.0pp | 74.3%+21.6pp | - |
| Annual return | -3.06% | 18.23%-21.3pp | 35.69%-38.8pp | - |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,737-100.0% | - |
| Participant deferral / active EE | $5,122 | $4,056+26.3% | $4,878+5.0% | - |
| Admin fee / account holder | $1,526 | $13,060-88.3% | $6,730-77.3% | - |