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 | $26,087 | $48,750-46.5% | $88,946-70.7% | $74,304-64.9% |
| Participation rate | 90.2% | 44.5%+45.7pp | 68.8%+21.3pp | 60.3%+29.8pp |
| Annual return | 49.08% | 25.91%+23.2pp | 57.82%-8.7pp | 29.43%+19.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,035 | $2,423+272.9% | $4,581+97.2% | $3,767+139.8% |
| Admin fee / account holder | $651 | $3,756-82.7% | $8,261-92.1% | $2,969-78.1% |