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 | $45,748 | $66,302-31.0% | $110,238-58.5% | $56,287-18.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 79.8%+10.2pp | 69.9%+20.1pp |
| Annual return | -4.42% | -1.18%-3.2pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,129 | $3,381-7.5% | $4,672-33.0% | $3,350-6.6% |
| Admin fee / account holder | $433 | $698-38.0% | $8,547-94.9% | $521-16.9% |