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 | $195,779 | $73,867+165.0% | $143,757+36.2% | $68,494+185.8% |
| Participation rate | 93.3% | 66.7%+26.6pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -4.76% | 1.01%-5.8pp | -0.04%-4.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $34 | $3,184-98.9% | $4,951-99.3% | $2,596-98.7% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $31,513 | $5,755+447.6% | $14,673+114.8% | $5,403+483.3% |