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 8-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 | $32,227 | $84,487-61.9% | $125,339-74.3% | $66,914-51.8% |
| Participation rate | 88.1% | 76.4%+11.7pp | 82.4%+5.7pp | 69.8%+18.3pp |
| Annual return | -5.45% | -8.39%+2.9pp | 572.05%-577.5pp | 1.58%-7.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $10,977 | $6,781+61.9% | $7,446+47.4% | $4,237+159.1% |
| Admin fee / account holder | $2,355 | $685+243.8% | $10,010-76.5% | $593+297.0% |