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 6-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 | $40,635 | $49,915-18.6% | $154,803-73.8% | $74,304-45.3% |
| Participation rate | 82.9% | 54.0%+29.0pp | 78.1%+4.9pp | 60.3%+22.6pp |
| Annual return | 17.76% | 34.06%-16.3pp | 58.88%-41.1pp | 29.43%-11.7pp |
| Employer contribution / active EE | $109 | $1,611-93.2% | $4,305-97.5% | $2,241-95.1% |
| Participant deferral / active EE | $8,212 | $2,255+264.2% | $5,540+48.2% | $3,767+118.0% |
| Admin fee / account holder | $3,872 | $2,189+76.9% | $14,329-73.0% | $2,969+30.4% |