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 | $103,099 | $176,947-41.7% | $101,326+1.7% | - |
| Participation rate | 90.9% | 61.8%+29.1pp | 81.5%+9.4pp | - |
| Annual return | 21.41% | 15.13%+6.3pp | 36.82%-15.4pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,665-100.0% | - |
| Participant deferral / active EE | $17,123 | $4,114+316.2% | $7,994+114.2% | - |
| Admin fee / account holder | $5,918 | $22,209-73.4% | $11,185-47.1% | - |