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 | $49,939 | $94,529-47.2% | $140,016-64.3% | $64,186-22.2% |
| Participation rate | 91.0% | 84.1%+6.9pp | 87.5%+3.5pp | 69.6%+21.5pp |
| Annual return | -6.27% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,024 | $3,812-73.1% | $5,606-81.7% | $2,381-57.0% |
| Participant deferral / active EE | $3,979 | $5,250-24.2% | $6,927-42.6% | $3,470+14.7% |
| Admin fee / account holder | $3,063 | $6,741-54.6% | $10,705-71.4% | $4,888-37.3% |