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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $192,920 | $95,803+101.4% | $113,168+70.5% | $84,808+127.5% |
| Participation rate | 98.9% | 72.9%+26.1pp | 76.6%+22.4pp | 68.3%+30.6pp |
| Annual return | 11.62% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.3pp |
| Employer contribution / active EE | $18,041 | $2,360+664.5% | $2,975+506.4% | $2,631+585.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,834 | $8,989-57.3% | $12,068-68.2% | $7,344-47.8% |