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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,858 | $69,010-78.5% | $159,960-90.7% | $68,494-78.3% |
| Participation rate | 79.4% | 65.4%+14.0pp | 78.0%+1.5pp | 67.9%+11.5pp |
| Annual return | -17.07% | -9.65%-7.4pp | 408.60%-425.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,059 | $2,213-52.1% | $4,226-74.9% | $2,596-59.2% |
| Participant deferral / active EE | $3,027 | $4,212-28.1% | $6,182-51.0% | $4,027-24.8% |
| Admin fee / account holder | $5 | $4,798-99.9% | $8,698-99.9% | $5,403-99.9% |