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 | $43,058 | $76,670-43.8% | $96,683-55.5% | $71,457-39.7% |
| Participation rate | 94.5% | 66.6%+28.0pp | 74.3%+20.2pp | 67.9%+26.6pp |
| Annual return | 15.86% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,306 | $3,771+40.7% | $4,878+8.8% | $4,289+23.7% |
| Admin fee / account holder | $3,543 | $2,028+74.7% | $6,730-47.4% | $1,587+123.2% |