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 | $139,719 | $73,933+89.0% | $96,683+44.5% | $75,163+85.9% |
| Participation rate | 98.6% | 66.4%+32.2pp | 74.3%+24.3pp | 67.2%+31.4pp |
| Annual return | 48.47% | 26.70%+21.8pp | 35.69%+12.8pp | 160.62%-112.2pp |
| Employer contribution / active EE | $7,529 | $2,928+157.2% | $3,737+101.5% | $2,670+182.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,025 | $5,216-42.0% | $6,730-55.1% | $5,651-46.5% |