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 3-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 | $46,974 | $100,923-53.5% | $150,045-68.7% | $74,304-36.8% |
| Participation rate | 85.5% | 70.1%+15.5pp | 82.3%+3.2pp | 60.3%+25.2pp |
| Annual return | 93.37% | 51.77%+41.6pp | 62.55%+30.8pp | 29.43%+63.9pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,963 | $6,709+78.3% | $7,997+49.6% | $3,767+217.5% |
| Admin fee / account holder | $1,529 | $2,767-44.7% | $13,435-88.6% | $2,969-48.5% |