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 | $126,834 | $65,246+94.4% | $98,716+28.5% | $67,986+86.6% |
| Participation rate | 76.7% | 51.4%+25.3pp | 69.3%+7.4pp | 57.2%+19.5pp |
| Annual return | 13.17% | 20.58%-7.4pp | 31.81%-18.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,934 | $2,594+90.2% | $4,048+21.9% | $3,358+46.9% |
| Admin fee / account holder | $11,773 | $4,561+158.1% | $8,703+35.3% | $3,203+267.5% |