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 | $87,444 | $64,119+36.4% | $112,228-22.1% | $66,914+30.7% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.1%+8.3pp | 69.8%+13.5pp |
| Annual return | -13.77% | -13.81%0pp | 27.45%-41.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $18,689 | $3,005+521.9% | $3,635+414.2% | $2,544+634.6% |
| Participant deferral / active EE | $97 | $3,693-97.4% | $4,728-98.0% | $4,237-97.7% |
| Admin fee / account holder | $22,640 | $625+3521.2% | $6,410+253.2% | $593+3716.1% |