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 | $101,499-21.0% | $147,005-45.4% | $74,546+7.6% |
| Participation rate | 71.8% | 75.5%-3.7pp | 82.2%-10.3pp | 67.2%+4.6pp |
| Annual return | 23.90% | 8732.34%-8708.4pp | 418.76%-394.9pp | 1366.03%-1342.1pp |
| Employer contribution / active EE | $849 | $3,811-77.7% | $4,934-82.8% | $2,624-67.7% |
| Participant deferral / active EE | $8,136 | $7,304+11.4% | $8,070+0.8% | $4,347+87.1% |
| Admin fee / account holder | $11,431 | $1,748+554.0% | $13,006-12.1% | $1,944+488.2% |