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 | $46,900 | $74,089-36.7% | $133,980-65.0% | $55,167-15.0% |
| Participation rate | 74.0% | 84.3%-10.3pp | 87.1%-13.1pp | 69.0%+5.0pp |
| Annual return | 7.27% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $258 | $3,064-91.6% | $5,211-95.1% | $1,963-86.9% |
| Participant deferral / active EE | $4,841 | $4,678+3.5% | $6,282-22.9% | $3,054+58.5% |
| Admin fee / account holder | $703 | $458+53.5% | $9,324-92.5% | $504+39.6% |