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 4-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 | $39,388 | $82,879-52.5% | $96,576-59.2% | $67,986-42.1% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.4%+11.6pp | 57.2%+35.9pp |
| Annual return | 62.99% | 36.90%+26.1pp | 38.47%+24.5pp | 31.67%+31.3pp |
| Employer contribution / active EE | $214 | $2,727-92.1% | $3,553-94.0% | $2,019-89.4% |
| Participant deferral / active EE | $9,542 | $6,976+36.8% | $7,956+19.9% | $3,358+184.2% |
| Admin fee / account holder | $1,192 | $2,783-57.2% | $11,381-89.5% | $3,203-62.8% |