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 6-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 | $33,840 | $48,750-30.6% | $88,946-62.0% | $74,304-54.5% |
| Participation rate | 90.9% | 44.5%+46.4pp | 68.8%+22.1pp | 60.3%+30.6pp |
| Annual return | 39.25% | 25.91%+13.3pp | 57.82%-18.6pp | 29.43%+9.8pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,554 | $2,423+294.3% | $4,581+108.5% | $3,767+153.6% |
| Admin fee / account holder | $2,971 | $3,756-20.9% | $8,261-64.0% | $2,969+0.1% |