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 | $39,566 | $57,281-30.9% | $86,612-54.3% | $75,163-47.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.42% | 2670.75%-2652.3pp | 591.07%-572.7pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,762 | $2,314+19.3% | $3,022-8.6% | $2,670+3.4% |
| Participant deferral / active EE | $385 | $3,318-88.4% | $4,438-91.3% | $4,125-90.7% |
| Admin fee / account holder | $5,061 | $4,112+23.1% | $5,614-9.9% | $5,651-10.4% |