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 | $45,192 | $78,422-42.4% | $95,952-52.9% | $79,858-43.4% |
| Participation rate | 90.4% | 73.5%+16.9pp | 77.1%+13.4pp | 69.6%+20.8pp |
| Annual return | 28.41% | 19.37%+9.0pp | 91.61%-63.2pp | 31.71%-3.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,344 | $3,440+287.9% | $4,167+220.2% | $3,740+256.8% |
| Admin fee / account holder | $5,566 | $5,622-1.0% | $6,795-18.1% | $5,306+4.9% |