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 | $120,714 | $82,664+46.0% | $125,339-3.7% | $68,494+76.2% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,333 | $6,110+20.0% | $7,446-1.5% | $4,027+82.1% |
| Admin fee / account holder | $4,871 | $6,275-22.4% | $10,010-51.3% | $5,403-9.8% |