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 | $40,334 | $76,050-47.0% | $96,544-58.2% | $71,457-43.6% |
| Participation rate | 88.9% | 74.4%+14.5pp | 76.0%+12.9pp | 67.9%+21.0pp |
| Annual return | 14.99% | 22.81%-7.8pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $609 | $2,244-72.9% | $2,965-79.5% | $2,588-76.5% |
| Participant deferral / active EE | $2,896 | $4,215-31.3% | $4,851-40.3% | $4,289-32.5% |
| Admin fee / account holder | $3,231 | $2,707+19.3% | $8,252-60.9% | $1,587+103.5% |