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 | $34,926 | $66,098-47.2% | $101,794-65.7% | $74,304-53.0% |
| Participation rate | 85.7% | 53.8%+32.0pp | 69.2%+16.5pp | 60.3%+25.4pp |
| Annual return | 9.05% | 19.59%-10.5pp | 30.53%-21.5pp | 29.43%-20.4pp |
| Employer contribution / active EE | $1 | $1,082-99.9% | $2,289-99.9% | $2,241-99.9% |
| Participant deferral / active EE | $1,696 | $2,781-39.0% | $4,084-58.5% | $3,767-55.0% |
| Admin fee / account holder | $5,241 | $4,146+26.4% | $8,777-40.3% | $2,969+76.5% |