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 5-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 | $22,758 | $58,208-60.9% | $81,812-72.2% | $80,856-71.9% |
| Participation rate | 88.5% | 63.4%+25.1pp | 72.3%+16.2pp | 67.6%+20.9pp |
| Annual return | 19.21% | 41.66%-22.4pp | 773.79%-754.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $33 | $2,340-98.6% | $2,912-98.9% | $2,755-98.8% |
| Participant deferral / active EE | $10,091 | $3,281+207.6% | $4,319+133.7% | $4,296+134.9% |
| Admin fee / account holder | $4,767 | $4,981-4.3% | $7,386-35.5% | $6,918-31.1% |