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 | $46,168 | $113,016-59.1% | $103,476-55.4% | $74,495-38.0% |
| Participation rate | 91.8% | 80.8%+11.0pp | 80.5%+11.2pp | 67.2%+24.6pp |
| Annual return | 204.71% | 23.24%+181.5pp | 23.90%+180.8pp | 1364.94%-1160.2pp |
| Employer contribution / active EE | $1,139 | $4,881-76.7% | $4,672-75.6% | $2,623-56.6% |
| Participant deferral / active EE | $9,885 | $7,279+35.8% | $6,623+49.3% | $4,346+127.5% |
| Admin fee / account holder | $378 | $1,709-77.9% | $9,413-96.0% | $1,942-80.5% |