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.
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 | $63,444 | $109,359-42.0% | $162,163-60.9% | $72,985-13.1% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 26.69% | 25.46%+1.2pp | 115.59%-88.9pp | 81.00%-54.3pp |
| Employer contribution / active EE | $5,571 | $3,907+42.6% | $5,614-0.8% | $2,440+128.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,339 | $7,972-83.2% | $10,843-87.6% | $5,124-73.9% |