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 | $193,117 | $99,957+93.2% | $149,696+29.0% | $73,488+162.8% |
| Participation rate | 90.4% | 75.7%+14.7pp | 82.5%+7.9pp | 70.7%+19.7pp |
| Annual return | 18.52% | 53.87%-35.4pp | 276.60%-258.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,264 | $6,073+3.2% | $6,842-8.4% | $3,740+67.5% |
| Admin fee / account holder | $6,961 | $551+1164.0% | $9,309-25.2% | $513+1256.7% |