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 | $41,432 | $77,660-46.6% | $109,143-62.0% | $79,386-47.8% |
| Participation rate | 82.1% | 67.8%+14.3pp | 75.9%+6.3pp | 70.7%+11.4pp |
| Annual return | 180.90% | 23.44%+157.5pp | 25.75%+155.2pp | 116.85%+64.1pp |
| Employer contribution / active EE | $240 | $2,797-91.4% | $3,722-93.5% | $2,427-90.1% |
| Participant deferral / active EE | $1,498 | $3,518-57.4% | $4,653-67.8% | $4,046-63.0% |
| Admin fee / account holder | $2,427 | $732+231.5% | $6,752-64.0% | $626+287.5% |