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 | $79,732 | $54,701+45.8% | $86,188-7.5% | $71,457+11.6% |
| Participation rate | 89.7% | 60.1%+29.5pp | 69.0%+20.7pp | 67.9%+21.7pp |
| Annual return | 16.53% | 20.06%-3.5pp | 1168.45%-1151.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $291 | $1,265-77.0% | $2,380-87.8% | $2,588-88.8% |
| Participant deferral / active EE | $2,906 | $3,108-6.5% | $3,985-27.1% | $4,289-32.2% |
| Admin fee / account holder | $5,318 | $1,922+176.8% | $6,852-22.4% | $1,587+235.0% |