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 7-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 | $88,844 | $82,664+7.5% | $125,339-29.1% | $68,494+29.7% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | 101.36% | -5.97%+107.3pp | 572.05%-470.7pp | -7.84%+109.2pp |
| Employer contribution / active EE | $5,675 | $3,381+67.8% | $4,814+17.9% | $2,596+118.6% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $534 | $6,275-91.5% | $10,010-94.7% | $5,403-90.1% |