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 | $30,699 | $100,923-69.6% | $150,045-79.5% | $74,304-58.7% |
| Participation rate | 76.3% | 70.1%+6.2pp | 82.3%-6.0pp | 60.3%+16.0pp |
| Annual return | 26.81% | 51.77%-25.0pp | 62.55%-35.7pp | 29.43%-2.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,014 | $6,709+79.1% | $7,997+50.2% | $3,767+218.9% |
| Admin fee / account holder | $2,250 | $2,767-18.7% | $13,435-83.3% | $2,969-24.2% |