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.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,258 | $60,776-33.8% | $85,682-53.0% | $79,386-49.3% |
| Participation rate | 72.4% | 62.1%+10.3pp | 69.9%+2.5pp | 70.7%+1.7pp |
| Annual return | 12.59% | 16.57%-4.0pp | 21.49%-8.9pp | 116.85%-104.3pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $650 | $2,919-77.7% | $3,923-83.4% | $4,046-83.9% |
| Admin fee / account holder | $10 | $438-97.7% | $6,873-99.9% | $626-98.4% |