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 | $53,327 | $75,183-29.1% | $123,892-57.0% | $55,167-3.3% |
| Participation rate | 77.7% | 72.8%+4.9pp | 81.4%-3.7pp | 69.0%+8.7pp |
| Annual return | 6.67% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $280 | $2,823-90.1% | $4,617-93.9% | $1,963-85.7% |
| Participant deferral / active EE | $3,036 | $5,084-40.3% | $5,984-49.3% | $3,054-0.6% |
| Admin fee / account holder | $576 | $663-13.1% | $8,357-93.1% | $504+14.2% |