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 7-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 | $22,668 | $82,664-72.6% | $125,339-81.9% | $68,494-66.9% |
| Participation rate | 92.4% | 75.0%+17.3pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | 46.72% | -5.97%+52.7pp | 572.05%-525.3pp | -7.84%+54.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,970 | $6,110+145.0% | $7,446+101.0% | $4,027+271.7% |
| Admin fee / account holder | $2,172 | $6,275-65.4% | $10,010-78.3% | $5,403-59.8% |