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 | $58,340 | $102,553-43.1% | $151,611-61.5% | $66,914-12.8% |
| Participation rate | 95.7% | 85.5%+10.1pp | 87.5%+8.2pp | 69.8%+25.8pp |
| Annual return | 3.57% | -10.82%+14.4pp | 3.33%+0.2pp | 1.58%+2.0pp |
| Employer contribution / active EE | $1,238 | $4,180-70.4% | $6,166-79.9% | $2,544-51.4% |
| Participant deferral / active EE | $9,057 | $6,641+36.4% | $8,363+8.3% | $4,237+113.8% |
| Admin fee / account holder | $7,198 | $630+1042.9% | $11,616-38.0% | $593+1113.3% |