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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,312 | $58,879-67.2% | $178,490-89.2% | $73,488-73.7% |
| Participation rate | 89.1% | 66.2%+22.9pp | 81.9%+7.2pp | 70.7%+18.4pp |
| Annual return | 5.22% | 24.86%-19.6pp | 151.07%-145.9pp | 28.51%-23.3pp |
| Employer contribution / active EE | $208 | $2,236-90.7% | $5,011-95.8% | $2,270-90.8% |
| Participant deferral / active EE | $1,207 | $2,567-53.0% | $5,202-76.8% | $3,740-67.7% |
| Admin fee / account holder | $469 | $400+17.3% | $13,984-96.6% | $513-8.5% |