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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,079 | $80,724-55.3% | $103,333-65.1% | $74,495-51.6% |
| Participation rate | 96.7% | 65.7%+31.1pp | 74.5%+22.2pp | 67.2%+29.5pp |
| Annual return | 9.60% | 27.56%-18.0pp | 24.88%-15.3pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,862 | $3,860-51.8% | $5,057-63.2% | $4,346-57.1% |
| Admin fee / account holder | $1,306 | $2,368-44.8% | $8,355-84.4% | $1,942-32.7% |