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 | $31,850 | $52,953-39.9% | $172,739-81.6% | $65,185-51.1% |
| Participation rate | 85.0% | 66.2%+18.9pp | 82.6%+2.4pp | 70.2%+14.8pp |
| Annual return | 23.85% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.5pp |
| Employer contribution / active EE | $213 | $2,190-90.3% | $5,143-95.9% | $2,177-90.2% |
| Participant deferral / active EE | $3,427 | $2,471+38.7% | $5,198-34.1% | $3,514-2.5% |
| Admin fee / account holder | $1,030 | $472+118.2% | $13,954-92.6% | $847+21.6% |