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 | $24,329 | $58,726-58.6% | $92,233-73.6% | $62,292-60.9% |
| Participation rate | 87.8% | 68.3%+19.5pp | 76.5%+11.3pp | 69.5%+18.3pp |
| Annual return | 20.55% | 43.62%-23.1pp | 176.28%-155.7pp | 28.90%-8.3pp |
| Employer contribution / active EE | $345 | $2,392-85.6% | $3,679-90.6% | $2,042-83.1% |
| Participant deferral / active EE | $2,243 | $2,766-18.9% | $3,897-42.4% | $3,169-29.2% |
| Admin fee / account holder | $864 | $556+55.3% | $5,194-83.4% | $479+80.3% |