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 | $80,649 | $138,347-41.7% | $184,203-56.2% | $80,856-0.3% |
| Participation rate | 98.6% | 83.9%+14.8pp | 86.8%+11.8pp | 67.6%+31.0pp |
| Annual return | 12.16% | 20.02%-7.9pp | 28.81%-16.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,471 | $4,850-69.7% | $6,427-77.1% | $2,755-46.6% |
| Participant deferral / active EE | $4,952 | $7,071-30.0% | $9,131-45.8% | $4,296+15.3% |
| Admin fee / account holder | $14,857 | $10,483+41.7% | $13,901+6.9% | $6,918+114.8% |