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 | $31,395 | $51,197-38.7% | $82,719-62.0% | $66,914-53.1% |
| Participation rate | 97.0% | 67.8%+29.2pp | 72.6%+24.5pp | 69.8%+27.2pp |
| Annual return | -13.18% | -9.64%-3.5pp | 701.18%-714.4pp | 1.58%-14.8pp |
| Employer contribution / active EE | $105 | $2,611-96.0% | $3,009-96.5% | $2,544-95.9% |
| Participant deferral / active EE | $5,221 | $3,458+51.0% | $4,395+18.8% | $4,237+23.2% |
| Admin fee / account holder | $1,085 | $416+161.0% | $5,329-79.6% | $593+82.8% |