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 | $88,360-64.5% | $145,433-78.5% | $67,986-53.9% |
| Participation rate | 90.5% | 65.5%+25.0pp | 82.1%+8.4pp | 57.2%+33.3pp |
| Annual return | 54.40% | 63.15%-8.8pp | 66.58%-12.2pp | 31.67%+22.7pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $11,763 | $5,932+98.3% | $7,897+48.9% | $3,358+250.3% |
| Admin fee / account holder | $999 | $3,313-69.8% | $13,129-92.4% | $3,203-68.8% |