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 | $97,029 | $79,428+22.2% | $106,548-8.9% | $79,386+22.2% |
| Participation rate | 71.8% | 74.1%-2.4pp | 76.1%-4.4pp | 70.7%+1.1pp |
| Annual return | 22.66% | 18.27%+4.4pp | 26.80%-4.1pp | 116.85%-94.2pp |
| Employer contribution / active EE | $0 | $2,234-100.0% | $2,819-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,227 | $3,823+141.4% | $4,398+109.8% | $4,046+128.1% |
| Admin fee / account holder | $2,455 | $523+369.2% | $7,407-66.9% | $626+291.8% |