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 | $56,996 | $94,625-39.8% | $116,228-51.0% | $84,808-32.8% |
| Participation rate | 94.9% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.6pp |
| Annual return | 17.73% | 20.40%-2.7pp | 90.06%-72.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $538 | $2,347-77.1% | $2,994-82.0% | $2,631-79.5% |
| Participant deferral / active EE | $2,803 | $3,972-29.4% | $4,953-43.4% | $4,212-33.4% |
| Admin fee / account holder | $2,789 | $10,091-72.4% | $11,989-76.7% | $7,344-62.0% |