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 | $144,928 | $101,317+43.0% | $146,958-1.4% | $74,495+94.5% |
| Participation rate | 76.0% | 75.5%+0.5pp | 82.2%-6.1pp | 67.2%+8.8pp |
| Annual return | 16.25% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,732 | $7,303+60.6% | $8,070+45.4% | $4,346+170.0% |
| Admin fee / account holder | $4,426 | $1,739+154.6% | $12,998-65.9% | $1,942+128.0% |