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 | $71,264 | $78,485-9.2% | $106,213-32.9% | $74,495-4.3% |
| Participation rate | 90.3% | 72.8%+17.5pp | 75.3%+15.0pp | 67.2%+23.1pp |
| Annual return | 11.68% | 15.95%-4.3pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $521 | $2,523-79.3% | $3,171-83.6% | $2,623-80.1% |
| Participant deferral / active EE | $5,649 | $4,322+30.7% | $5,016+12.6% | $4,346+30.0% |
| Admin fee / account holder | $1,210 | $2,232-45.8% | $11,033-89.0% | $1,942-37.7% |