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 | $20,971 | $50,958-58.8% | $74,550-71.9% | $64,186-67.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.87% | -1.86%+2.7pp | 32.53%-31.7pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,658 | $1,115+48.6% | $1,961-15.5% | $2,381-30.4% |
| Participant deferral / active EE | $943 | $2,301-59.0% | $3,108-69.7% | $3,470-72.8% |
| Admin fee / account holder | $1,749 | $4,223-58.6% | $5,060-65.4% | $4,888-64.2% |