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 | $101,764 | $64,707+57.3% | $112,228-9.3% | $68,494+48.6% |
| Participation rate | 91.3% | 67.2%+24.2pp | 75.1%+16.2pp | 67.9%+23.4pp |
| Annual return | -16.88% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $19,715 | $2,746+618.0% | $3,635+442.4% | $2,596+659.4% |
| Participant deferral / active EE | $956 | $3,565-73.2% | $4,728-79.8% | $4,027-76.3% |
| Admin fee / account holder | $1,756 | $5,232-66.4% | $6,410-72.6% | $5,403-67.5% |