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 | $141,996 | $100,923+40.7% | $150,045-5.4% | $74,304+91.1% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.3%-7.3pp | 60.3%+14.7pp |
| Annual return | 13.95% | 51.77%-37.8pp | 62.55%-48.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,475 | $6,709-3.5% | $7,997-19.0% | $3,767+71.9% |
| Admin fee / account holder | $3,264 | $2,767+18.0% | $13,435-75.7% | $2,969+10.0% |