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 | $38,884 | $56,629-31.3% | $77,999-50.1% | $55,167-29.5% |
| Participation rate | 78.1% | 73.3%+4.8pp | 75.5%+2.5pp | 69.0%+9.1pp |
| Annual return | 6.90% | 2866.98%-2860.1pp | 425.96%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $365 | $1,723-78.8% | $2,470-85.2% | $1,963-81.4% |
| Participant deferral / active EE | $2,443 | $2,777-12.0% | $3,497-30.1% | $3,054-20.0% |
| Admin fee / account holder | $7,949 | $467+1604.0% | $5,480+45.0% | $504+1477.5% |