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 4-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 | $20,683 | $36,790-43.8% | $84,966-75.7% | - |
| Participation rate | 92.9% | 47.2%+45.7pp | 67.5%+25.4pp | - |
| Annual return | 74.83% | 16.20%+58.6pp | 66.38%+8.5pp | - |
| Employer contribution / active EE | $0 | $1,404-100.0% | $2,727-100.0% | - |
| Participant deferral / active EE | $7,482 | $2,003+273.5% | $4,519+65.6% | - |
| Admin fee / account holder | $1,095 | $2,089-47.6% | $6,149-82.2% | - |