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 | $148,385 | $100,923+47.0% | $150,045-1.1% | $74,304+99.7% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.3%+8.9pp | 60.3%+30.8pp |
| Annual return | 91.45% | 51.77%+39.7pp | 62.55%+28.9pp | 29.43%+62.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,359 | $6,709+39.5% | $7,997+17.0% | $3,767+148.4% |
| Admin fee / account holder | $24,954 | $2,767+801.9% | $13,435+85.7% | $2,969+740.5% |