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 | $13,825 | $53,162-74.0% | $91,220-84.8% | $68,494-79.8% |
| Participation rate | 98.1% | 63.2%+34.9pp | 73.2%+25.0pp | 67.9%+30.3pp |
| Annual return | -11.83% | -3.14%-8.7pp | 114.01%-125.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,722 | $2,974+25.2% | $4,234-12.1% | $4,027-7.6% |
| Admin fee / account holder | $524 | $4,493-88.3% | $5,420-90.3% | $5,403-90.3% |