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 | $173,083 | $86,891+99.2% | $142,449+21.5% | $75,163+130.3% |
| Participation rate | 98.7% | 68.5%+30.2pp | 76.8%+21.9pp | 67.2%+31.5pp |
| Annual return | -5.89% | 23.31%-29.2pp | 19.99%-25.9pp | 160.62%-166.5pp |
| Employer contribution / active EE | $779 | $3,355-76.8% | $4,847-83.9% | $2,670-70.8% |
| Participant deferral / active EE | $7,377 | $4,938+49.4% | $6,283+17.4% | $4,125+78.8% |
| Admin fee / account holder | $2,234 | $7,299-69.4% | $10,011-77.7% | $5,651-60.5% |