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 | $71,055 | $87,870-19.1% | $113,168-37.2% | $74,304-4.4% |
| Participation rate | 71.3% | 70.7%+0.5pp | 76.6%-5.3pp | 60.3%+10.9pp |
| Annual return | 16.68% | 26.44%-9.8pp | 24.27%-7.6pp | 29.43%-12.8pp |
| Employer contribution / active EE | $617 | $2,277-72.9% | $2,975-79.3% | $2,241-72.5% |
| Participant deferral / active EE | $1,452 | $4,241-65.8% | $5,107-71.6% | $3,767-61.4% |
| Admin fee / account holder | $4,009 | $3,368+19.0% | $12,068-66.8% | $2,969+35.0% |