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 | $42,140 | $58,726-28.2% | $92,233-54.3% | $62,292-32.4% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.5%+13.0pp | 69.5%+20.0pp |
| Annual return | 13.99% | 43.62%-29.6pp | 176.28%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $304 | $2,392-87.3% | $3,679-91.7% | $2,042-85.1% |
| Participant deferral / active EE | $3,034 | $2,766+9.7% | $3,897-22.1% | $3,169-4.3% |
| Admin fee / account holder | $2,056 | $556+269.5% | $5,194-60.4% | $479+329.0% |