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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,137 | $71,883+24.0% | $86,677+2.8% | $68,494+30.1% |
| Participation rate | 90.8% | 72.2%+18.6pp | 76.6%+14.2pp | 67.9%+22.9pp |
| Annual return | -14.66% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,172 | $2,1730% | $2,836-23.4% | $2,596-16.3% |
| Participant deferral / active EE | $5,228 | $3,779+38.4% | $4,656+12.3% | $4,027+29.8% |
| Admin fee / account holder | $26 | $6,112-99.6% | $7,493-99.7% | $5,403-99.5% |