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 | $22,942 | $82,664-72.2% | $125,339-81.7% | $68,494-66.5% |
| Participation rate | 77.9% | 75.0%+2.9pp | 82.4%-4.5pp | 67.9%+10.0pp |
| Annual return | -10.69% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,120 | $6,110-48.9% | $7,446-58.1% | $4,027-22.5% |
| Admin fee / account holder | $6,057 | $6,275-3.5% | $10,010-39.5% | $5,403+12.1% |