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 | $54,540 | $79,753-31.6% | $106,213-48.7% | - |
| Participation rate | 74.7% | 68.4%+6.4pp | 75.3%-0.5pp | - |
| Annual return | 14.13% | 10.43%+3.7pp | 116.14%-102.0pp | - |
| Employer contribution / active EE | $701 | $2,584-72.9% | $3,171-77.9% | - |
| Participant deferral / active EE | $3,371 | $4,151-18.8% | $5,016-32.8% | - |
| Admin fee / account holder | $2,548 | $4,140-38.5% | $11,033-76.9% | - |