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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,692 | $61,156-41.6% | $185,823-80.8% | $79,386-55.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.43% | 19.45%-5.0pp | 122.05%-107.6pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,273 | $2,321-45.1% | $5,167-75.4% | $2,427-47.6% |
| Participant deferral / active EE | $2,015 | $2,789-27.7% | $5,568-63.8% | $4,046-50.2% |
| Admin fee / account holder | $4 | $710-99.4% | $16,237-100.0% | $626-99.4% |