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 | $81,253 | $135,489-40.0% | $146,665-44.6% | - |
| Participation rate | 87.9% | 76.3%+11.6pp | 80.1%+7.8pp | - |
| Annual return | 10.74% | 13.52%-2.8pp | 22.74%-12.0pp | - |
| Employer contribution / active EE | $763 | $2,259-66.2% | $4,136-81.5% | - |
| Participant deferral / active EE | $7,067 | $3,661+93.0% | $5,506+28.4% | - |
| Admin fee / account holder | $2,375 | $5,216-54.5% | $10,280-76.9% | - |