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 7-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 | $46,702 | $68,346-31.7% | $94,646-50.7% | $75,163-37.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 24.64% | 616.93%-592.3pp | 156.71%-132.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $6,531 | $2,701+141.8% | $3,672+77.9% | $2,670+144.6% |
| Participant deferral / active EE | $2,142 | $6,537-67.2% | $7,418-71.1% | $4,125-48.1% |
| Admin fee / account holder | $1,191 | $5,326-77.6% | $7,231-83.5% | $5,651-78.9% |