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 | $101,499-41.0% | $147,005-59.3% | $74,546-19.7% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.8pp |
| Annual return | 383.75% | 8732.34%-8348.6pp | 418.76%-35.0pp | 1366.03%-982.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,729 | $7,304+19.5% | $8,070+8.2% | $4,347+100.8% |
| Admin fee / account holder | $2,438 | $1,748+39.5% | $13,006-81.3% | $1,944+25.5% |