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 | $71,406 | $99,016-27.9% | $93,789-23.9% | $66,914+6.7% |
| Participation rate | 82.4% | 82.1%+0.2pp | 81.0%+1.4pp | 69.8%+12.5pp |
| Annual return | -16.08% | -14.59%-1.5pp | -11.33%-4.7pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,217 | $4,769-74.5% | $4,323-71.8% | $2,544-52.2% |
| Participant deferral / active EE | $3,467 | $6,689-48.2% | $6,094-43.1% | $4,237-18.2% |
| Admin fee / account holder | $3,698 | $477+674.7% | $7,195-48.6% | $593+523.4% |