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 | $55,239 | $78,672-29.8% | $109,143-49.4% | $85,850-35.7% |
| Participation rate | 80.4% | 68.3%+12.1pp | 75.9%+4.5pp | 69.3%+11.1pp |
| Annual return | 23.45% | 25.09%-1.6pp | 25.75%-2.3pp | 318.53%-295.1pp |
| Employer contribution / active EE | $4,553 | $2,735+66.5% | $3,722+22.3% | $2,565+77.5% |
| Participant deferral / active EE | $1,141 | $3,467-67.1% | $4,653-75.5% | $3,952-71.1% |
| Admin fee / account holder | $1,556 | $5,469-71.5% | $6,752-77.0% | $6,260-75.1% |