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 | $39,429 | $67,411-41.5% | $91,001-56.7% | $70,131-43.8% |
| Participation rate | 83.5% | 71.4%+12.1pp | 75.6%+7.9pp | 69.5%+14.0pp |
| Annual return | 17.51% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,824 | $2,823+0.1% | $3,547-20.4% | $3,332-15.2% |
| Admin fee / account holder | $374 | $4,236-91.2% | $5,417-93.1% | $4,645-91.9% |