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 | $46,376 | $54,541-15.0% | $78,778-41.1% | $70,131-33.9% |
| Participation rate | 98.9% | 60.8%+38.1pp | 69.2%+29.7pp | 69.5%+29.3pp |
| Annual return | 13.61% | 21.07%-7.5pp | 35.62%-22.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,689 | $1,089+55.1% | $1,986-15.0% | $2,342-27.9% |
| Participant deferral / active EE | $605 | $2,210-72.6% | $2,958-79.6% | $3,332-81.8% |
| Admin fee / account holder | $642 | $3,709-82.7% | $5,134-87.5% | $4,645-86.2% |