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 5-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 | $12,209 | $51,175-76.1% | $70,515-82.7% | $75,163-83.8% |
| Participation rate | 83.3% | 60.9%+22.4pp | 68.3%+15.0pp | 67.2%+16.1pp |
| Annual return | 26.27% | 30.02%-3.8pp | 32.77%-6.5pp | 160.62%-134.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,434 | $2,849+90.7% | $4,567+19.0% | $4,125+31.7% |
| Admin fee / account holder | $1,185 | $4,091-71.0% | $6,412-81.5% | $5,651-79.0% |