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 | $27,063 | $91,190-70.3% | $178,490-84.8% | $79,858-66.1% |
| Participation rate | 98.8% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 15.40% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,518 | $3,256-22.6% | $5,011-49.7% | $2,471+1.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,018 | $6,751-84.9% | $13,984-92.7% | $5,306-80.8% |