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.
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 | $57,985 | $213,957-72.9% | $149,696-61.3% | - |
| Participation rate | 79.1% | 79.5%-0.4pp | 82.5%-3.4pp | - |
| Annual return | 23.64% | 9.83%+13.8pp | 276.60%-253.0pp | - |
| Employer contribution / active EE | $3,309 | $3,868-14.5% | $4,644-28.8% | - |
| Participant deferral / active EE | $6,000 | $6,177-2.9% | $6,842-12.3% | - |
| Admin fee / account holder | $6,201 | $24,510-74.7% | $9,309-33.4% | - |