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 7-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 | $80,196 | $101,317-20.8% | $146,958-45.4% | $74,495+7.7% |
| Participation rate | 71.8% | 75.5%-3.7pp | 82.2%-10.3pp | 67.2%+4.6pp |
| Annual return | 23.90% | 8730.91%-8707.0pp | 418.34%-394.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $849 | $3,810-77.7% | $4,933-82.8% | $2,623-67.6% |
| Participant deferral / active EE | $8,136 | $7,303+11.4% | $8,070+0.8% | $4,346+87.2% |
| Admin fee / account holder | $11,431 | $1,739+557.4% | $12,998-12.1% | $1,942+488.7% |