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 | $44,693 | $87,870-49.1% | $113,168-60.5% | $74,304-39.9% |
| Participation rate | 91.7% | 70.7%+21.0pp | 76.6%+15.2pp | 60.3%+31.4pp |
| Annual return | 25.11% | 26.44%-1.3pp | 24.27%+0.8pp | 29.43%-4.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,001 | $4,241+159.4% | $5,107+115.4% | $3,767+192.0% |
| Admin fee / account holder | $15,318 | $3,368+354.8% | $12,068+26.9% | $2,969+416.0% |