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 10-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 | $34,785 | $82,978-58.1% | $129,995-73.2% | $71,457-51.3% |
| Participation rate | 72.3% | 74.1%-1.8pp | 78.5%-6.2pp | 67.9%+4.4pp |
| Annual return | 25.65% | 20.60%+5.1pp | -137.18%+162.8pp | 28.85%-3.2pp |
| Employer contribution / active EE | $546 | $2,622-79.2% | $4,320-87.4% | $2,588-78.9% |
| Participant deferral / active EE | $4,245 | $4,432-4.2% | $5,820-27.1% | $4,289-1.0% |
| Admin fee / account holder | $4,292 | $1,729+148.2% | $10,614-59.6% | $1,587+170.4% |