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 | $43,310 | $64,839-33.2% | $95,585-54.7% | $84,808-48.9% |
| Participation rate | 94.8% | 63.8%+31.0pp | 72.1%+22.8pp | 68.3%+26.5pp |
| Annual return | 37.74% | -670.96%+708.7pp | 38.56%-0.8pp | 40.90%-3.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,990 | $2,965+304.4% | $4,023+198.1% | $4,212+184.7% |
| Admin fee / account holder | $2,119 | $5,964-64.5% | $6,127-65.4% | $7,344-71.2% |