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 | $26,254 | $91,190-71.2% | $178,490-85.3% | $79,858-67.1% |
| Participation rate | 94.8% | 69.2%+25.6pp | 81.9%+12.9pp | 69.6%+25.2pp |
| Annual return | 17.94% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $180 | $3,256-94.5% | $5,011-96.4% | $2,471-92.7% |
| Participant deferral / active EE | $1,480 | $3,236-54.3% | $5,202-71.5% | $3,740-60.4% |
| Admin fee / account holder | $3,664 | $6,751-45.7% | $13,984-73.8% | $5,306-30.9% |