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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,073 | $86,655+37.4% | $119,609-0.4% | $66,914+77.9% |
| Participation rate | 87.7% | 75.6%+12.1pp | 79.3%+8.4pp | 69.8%+17.9pp |
| Annual return | 17.28% | -8.00%+25.3pp | -14.97%+32.3pp | 1.58%+15.7pp |
| Employer contribution / active EE | $11,872 | $2,536+368.2% | $4,232+180.5% | $2,544+366.6% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $229 | $755-69.7% | $10,323-97.8% | $593-61.4% |