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 | $36,304 | $77,503-53.2% | $100,391-63.8% | $80,856-55.1% |
| Participation rate | 88.5% | 76.9%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 29.40% | 37.20%-7.8pp | 49.20%-19.8pp | 35.59%-6.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,840 | $6,820+88.3% | $8,082+58.9% | $4,296+198.9% |
| Admin fee / account holder | $3,033 | $5,897-48.6% | $7,899-61.6% | $6,918-56.2% |