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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,480 | $72,277-9.4% | $101,248-35.3% | $79,858-18.0% |
| Participation rate | 94.9% | 68.5%+26.5pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | 6.54% | 22.30%-15.8pp | 46.47%-39.9pp | 31.71%-25.2pp |
| Employer contribution / active EE | $5 | $2,692-99.8% | $3,660-99.9% | $2,471-99.8% |
| Participant deferral / active EE | $5,365 | $3,282+63.5% | $4,370+22.8% | $3,740+43.5% |
| Admin fee / account holder | $7,047 | $4,400+60.1% | $5,945+18.5% | $5,306+32.8% |