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 | $72,537 | $64,807+11.9% | $79,464-8.7% | - |
| Participation rate | 94.9% | 63.3%+31.7pp | 73.3%+21.6pp | - |
| Annual return | -6.88% | -6.90%0pp | 718.14%-725.0pp | - |
| Employer contribution / active EE | $0 | $2,603-100.0% | $2,800-100.0% | - |
| Participant deferral / active EE | $7,299 | $2,645+176.0% | $3,704+97.1% | - |
| Admin fee / account holder | $3,602 | $2,902+24.1% | $5,113-29.6% | - |