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 | $157,419 | $98,750+59.4% | $149,696+5.2% | $79,858+97.1% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.2pp |
| Annual return | 13.85% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $45 | $3,216-98.6% | $4,644-99.0% | $2,471-98.2% |
| Participant deferral / active EE | $7,011 | $5,680+23.4% | $6,842+2.5% | $3,740+87.5% |
| Admin fee / account holder | $15,537 | $6,053+156.7% | $9,309+66.9% | $5,306+192.8% |