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 | $115,766 | $82,882+39.7% | $127,761-9.4% | $72,985+58.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 4.06% | 32.20%-28.1pp | 26.14%-22.1pp | 81.00%-76.9pp |
| Employer contribution / active EE | $659 | $3,346-80.3% | $4,574-85.6% | $2,440-73.0% |
| Participant deferral / active EE | $5,681 | $4,791+18.6% | $6,021-5.7% | $3,607+57.5% |
| Admin fee / account holder | $2,604 | $6,487-59.9% | $9,395-72.3% | $5,124-49.2% |