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 | $25,373 | $55,449-54.2% | $83,848-69.7% | $56,287-54.9% |
| Participation rate | 94.2% | 68.0%+26.2pp | 76.1%+18.0pp | 69.9%+24.3pp |
| Annual return | -6.17% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $305 | $2,430-87.4% | $3,631-91.6% | $2,111-85.5% |
| Participant deferral / active EE | $2,027 | $2,935-30.9% | $4,082-50.3% | $3,350-39.5% |
| Admin fee / account holder | $2,431 | $656+270.6% | $5,478-55.6% | $521+366.6% |