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 | $10,000 | $57,281-82.5% | $86,612-88.5% | $75,163-86.7% |
| Participation rate | 79.7% | 63.2%+16.5pp | 71.7%+8.0pp | 67.2%+12.5pp |
| Annual return | 13.88% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,214 | $3,318-33.3% | $4,438-50.1% | $4,125-46.3% |
| Admin fee / account holder | $439 | $4,112-89.3% | $5,614-92.2% | $5,651-92.2% |