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 6-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 | $65,052 | $65,322-0.4% | $70,449-7.7% | $73,488-11.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.38% | 15.71%-2.3pp | 109.03%-95.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,163 | $2,460-52.7% | $2,737-57.5% | $2,270-48.8% |
| Participant deferral / active EE | $1,028 | $3,375-69.5% | $3,709-72.3% | $3,740-72.5% |
| Admin fee / account holder | $671 | $214+213.6% | $3,845-82.5% | $513+30.8% |