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 | $195,673 | $89,753+118.0% | $107,525+82.0% | $84,808+130.7% |
| Participation rate | 90.1% | 68.1%+22.1pp | 75.1%+15.0pp | 68.3%+21.8pp |
| Annual return | 15.40% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $819 | $3,113-73.7% | $3,754-78.2% | $2,631-68.9% |
| Participant deferral / active EE | $7,566 | $4,056+86.5% | $5,116+47.9% | $4,212+79.7% |
| Admin fee / account holder | $13,729 | $7,222+90.1% | $8,919+53.9% | $7,344+86.9% |