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 | $62,570 | $118,971-47.4% | $112,977-44.6% | $73,488-14.9% |
| Participation rate | 97.1% | 83.3%+13.8pp | 82.6%+14.6pp | 70.7%+26.4pp |
| Annual return | 17.04% | 17.79%-0.8pp | 24.24%-7.2pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $4,091-100.0% | $4,255-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,646 | $6,133-24.2% | $5,836-20.4% | $3,740+24.2% |
| Admin fee / account holder | $1,616 | $573+182.1% | $6,294-74.3% | $513+215.0% |