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 | $31,328 | $100,923-69.0% | $150,045-79.1% | $74,304-57.8% |
| Participation rate | 90.5% | 70.1%+20.4pp | 82.3%+8.2pp | 60.3%+30.2pp |
| Annual return | 54.40% | 51.77%+2.6pp | 62.55%-8.2pp | 29.43%+25.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,763 | $6,709+75.3% | $7,997+47.1% | $3,767+212.2% |
| Admin fee / account holder | $999 | $2,767-63.9% | $13,435-92.6% | $2,969-66.3% |