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.
Employer 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 | $15,161 | $64,807-76.6% | $79,464-80.9% | - |
| Participation rate | 79.8% | 63.3%+16.5pp | 73.3%+6.5pp | - |
| Annual return | -6.84% | -6.90%+0.1pp | 718.14%-725.0pp | - |
| Employer contribution / active EE | $740 | $2,603-71.6% | $2,800-73.6% | - |
| Participant deferral / active EE | $2,043 | $2,645-22.7% | $3,704-44.8% | - |
| Admin fee / account holder | $2,461 | $2,902-15.2% | $5,113-51.9% | - |