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 | $22,567 | $70,475-68.0% | $100,516-77.5% | $79,858-71.7% |
| Participation rate | 93.2% | 73.7%+19.5pp | 79.4%+13.8pp | 69.6%+23.5pp |
| Annual return | 39.29% | 21.90%+17.4pp | 30.89%+8.4pp | 31.71%+7.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,842 | $5,181+147.9% | $6,270+104.8% | $3,740+243.4% |
| Admin fee / account holder | $2,936 | $4,478-34.4% | $8,081-63.7% | $5,306-44.7% |