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 8-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 | $43,600 | $91,552-52.4% | $133,956-67.5% | $79,858-45.4% |
| Participation rate | 96.9% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 20.48% | 61.85%-41.4pp | 45.09%-24.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $6,527 | $2,384+173.8% | $3,919+66.6% | $2,471+164.2% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $6,321-99.9% | $8,927-100.0% | $5,306-99.9% |