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 | $86,912 | $65,820+32.0% | $108,745-20.1% | $57,658+50.7% |
| Participation rate | 76.8% | 72.7%+4.1pp | 77.7%-0.9pp | 70.2%+6.6pp |
| Annual return | 2493.59% | 21.32%+2472.3pp | 46.22%+2447.4pp | 5.13%+2488.5pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $751 | $3,578-79.0% | $5,121-85.3% | $3,061-75.5% |
| Admin fee / account holder | $2,784 | $91+2954.7% | $6,144-54.7% | $95+2845.0% |