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 | $28,571 | $84,487-66.2% | $125,339-77.2% | $66,914-57.3% |
| Participation rate | 84.5% | 76.4%+8.1pp | 82.4%+2.1pp | 69.8%+14.7pp |
| Annual return | 52.56% | -8.39%+61.0pp | 572.05%-519.5pp | 1.58%+51.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,575 | $6,781+85.4% | $7,446+68.9% | $4,237+196.8% |
| Admin fee / account holder | $378 | $685-44.8% | $10,010-96.2% | $593-36.3% |