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 9-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 | $36,200 | $72,607-50.1% | $90,749-60.1% | $66,914-45.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.57% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $446 | $2,369-81.2% | $2,921-84.7% | $2,544-82.5% |
| Participant deferral / active EE | $2,779 | $3,977-30.1% | $4,564-39.1% | $4,237-34.4% |
| Admin fee / account holder | $5,144 | $707+627.3% | $8,445-39.1% | $593+767.1% |