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 | $58,287 | $111,090-47.5% | $156,263-62.7% | - |
| Participation rate | 88.9% | 75.0%+13.9pp | 78.9%+10.0pp | - |
| Annual return | 17.77% | 16.66%+1.1pp | 59.47%-41.7pp | - |
| Employer contribution / active EE | $1,422 | $2,524-43.7% | $4,333-67.2% | - |
| Participant deferral / active EE | $3,904 | $4,469-12.6% | $6,158-36.6% | - |
| Admin fee / account holder | $10,333 | $15,012-31.2% | $14,255-27.5% | - |