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 4-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 | $45,368 | $100,923-55.0% | $150,045-69.8% | $74,304-38.9% |
| Participation rate | 74.4% | 70.1%+4.3pp | 82.3%-7.9pp | 60.3%+14.1pp |
| Annual return | 32.02% | 51.77%-19.7pp | 62.55%-30.5pp | 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 | $12,476 | $6,709+85.9% | $7,997+56.0% | $3,767+231.2% |
| Admin fee / account holder | $4,200 | $2,767+51.8% | $13,435-68.7% | $2,969+41.5% |