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 | $58,520 | $76,050-23.1% | $96,544-39.4% | $71,457-18.1% |
| Participation rate | 92.2% | 74.4%+17.8pp | 76.0%+16.3pp | 67.9%+24.3pp |
| Annual return | 19.19% | 22.81%-3.6pp | 25.84%-6.7pp | 28.85%-9.7pp |
| Employer contribution / active EE | $696 | $2,244-69.0% | $2,965-76.5% | $2,588-73.1% |
| Participant deferral / active EE | $6,800 | $4,215+61.3% | $4,851+40.2% | $4,289+58.6% |
| Admin fee / account holder | $7,249 | $2,707+167.8% | $8,252-12.2% | $1,587+356.7% |