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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,989 | $86,929-65.5% | $102,423-70.7% | $80,856-62.9% |
| Participation rate | 98.8% | 72.4%+26.4pp | 76.5%+22.3pp | 67.6%+31.2pp |
| Annual return | 9.78% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,007 | $2,369-15.3% | $3,023-33.6% | $2,755-27.1% |
| Participant deferral / active EE | $1,428 | $4,118-65.3% | $5,053-71.7% | $4,296-66.8% |
| Admin fee / account holder | $7,316 | $8,049-9.1% | $9,451-22.6% | $6,918+5.8% |