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 | $70,507 | $76,050-7.3% | $96,544-27.0% | $71,457-1.3% |
| Participation rate | 77.6% | 74.4%+3.2pp | 76.0%+1.6pp | 67.9%+9.7pp |
| Annual return | 19.39% | 22.81%-3.4pp | 25.84%-6.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $642 | $2,244-71.4% | $2,965-78.4% | $2,588-75.2% |
| Participant deferral / active EE | $3,315 | $4,215-21.4% | $4,851-31.7% | $4,289-22.7% |
| Admin fee / account holder | $5,529 | $2,707+104.2% | $8,252-33.0% | $1,587+248.3% |