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 | $55,699 | $65,435-14.9% | $86,677-35.7% | $66,914-16.8% |
| Participation rate | 86.0% | 75.5%+10.5pp | 76.6%+9.4pp | 69.8%+16.2pp |
| Annual return | -15.03% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,843 | $2,153+78.5% | $2,836+35.5% | $2,544+51.1% |
| Participant deferral / active EE | $1,866 | $4,100-54.5% | $4,656-59.9% | $4,237-55.9% |
| Admin fee / account holder | $1,731 | $642+169.8% | $7,493-76.9% | $593+191.8% |