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 7-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 | $59,863 | $101,317-40.9% | $146,958-59.3% | $74,495-19.6% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.8pp |
| Annual return | 383.75% | 8730.91%-8347.2pp | 418.34%-34.6pp | 1364.94%-981.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,729 | $7,303+19.5% | $8,070+8.2% | $4,346+100.9% |
| Admin fee / account holder | $2,438 | $1,739+40.2% | $12,998-81.2% | $1,942+25.6% |