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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,806 | $77,634-77.1% | $156,549-88.6% | $62,891-71.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.08% | 50.32%-46.2pp | 32.23%-28.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $110 | $3,444-96.8% | $5,501-98.0% | $2,281-95.2% |
| Participant deferral / active EE | $1,382 | $3,045-54.6% | $4,871-71.6% | $3,203-56.8% |
| Admin fee / account holder | $701 | $5,561-87.4% | $13,027-94.6% | $4,296-83.7% |