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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,021 | $84,487-63.3% | $125,339-75.3% | $66,914-53.6% |
| Participation rate | 98.1% | 76.4%+21.6pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -27.00% | -8.39%-18.6pp | 572.05%-599.1pp | 1.58%-28.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,571 | $6,781+55.9% | $7,446+42.0% | $4,237+149.5% |
| Admin fee / account holder | $769 | $685+12.3% | $10,010-92.3% | $593+29.6% |