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 10-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 | $50,327 | $93,571-46.2% | $135,903-63.0% | $75,163-33.0% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.0pp | 67.2%+16.8pp |
| Annual return | 18.45% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $427 | $3,537-87.9% | $4,856-91.2% | $2,670-84.0% |
| Participant deferral / active EE | $3,217 | $6,404-49.8% | $7,758-58.5% | $4,125-22.0% |
| Admin fee / account holder | $3,345 | $6,975-52.0% | $10,762-68.9% | $5,651-40.8% |