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 4-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,946 | $37,393-22.6% | $77,024-62.4% | $66,914-56.7% |
| Participation rate | 96.0% | 52.9%+43.2pp | 67.9%+28.1pp | 69.8%+26.2pp |
| Annual return | -12.00% | -3.29%-8.7pp | 42.32%-54.3pp | 1.58%-13.6pp |
| Employer contribution / active EE | $5,815 | $1,531+279.8% | $2,812+106.8% | $2,544+128.6% |
| Participant deferral / active EE | $6,343 | $2,617+142.4% | $4,426+43.3% | $4,237+49.7% |
| Admin fee / account holder | $17 | $567-97.0% | $5,425-99.7% | $593-97.1% |