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 | $25,470 | $89,753-71.6% | $107,525-76.3% | $84,808-70.0% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.4pp |
| Annual return | 14.35% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $456 | $3,113-85.4% | $3,754-87.9% | $2,631-82.7% |
| Participant deferral / active EE | $2,967 | $4,056-26.8% | $5,116-42.0% | $4,212-29.5% |
| Admin fee / account holder | $829 | $7,222-88.5% | $8,919-90.7% | $7,344-88.7% |