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 | $35,211 | $83,477-57.8% | $125,175-71.9% | $72,985-51.8% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.5%+24.4pp |
| Annual return | 20.51% | 25.78%-5.3pp | 43.79%-23.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $483 | $2,345-79.4% | $3,865-87.5% | $2,440-80.2% |
| Participant deferral / active EE | $2,966 | $3,585-17.3% | $4,937-39.9% | $3,607-17.8% |
| Admin fee / account holder | $3,776 | $5,517-31.6% | $9,702-61.1% | $5,124-26.3% |