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 7-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 | $22,251 | $93,571-76.2% | $135,903-83.6% | $75,163-70.4% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 18.64% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $4,053 | $3,537+14.6% | $4,856-16.5% | $2,670+51.8% |
| Participant deferral / active EE | $138 | $6,404-97.8% | $7,758-98.2% | $4,125-96.6% |
| Admin fee / account holder | $1,384 | $6,975-80.2% | $10,762-87.1% | $5,651-75.5% |