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 4-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 | $115,872 | $100,923+14.8% | $150,045-22.8% | $74,304+55.9% |
| Participation rate | 71.3% | 70.1%+1.2pp | 82.3%-11.0pp | 60.3%+10.9pp |
| Annual return | 63.99% | 51.77%+12.2pp | 62.55%+1.4pp | 29.43%+34.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,977 | $6,709+48.7% | $7,997+24.8% | $3,767+164.8% |
| Admin fee / account holder | $10,514 | $2,767+280.0% | $13,435-21.7% | $2,969+254.1% |