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 | $166,146 | $105,181+58.0% | $159,436+4.2% | $85,850+93.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.8%+8.1pp | 69.3%+21.6pp |
| Annual return | 15.61% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $19,341 | $3,318+482.9% | $4,829+300.5% | $2,565+654.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $23,961 | $6,933+245.6% | $10,799+121.9% | $6,260+282.8% |