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 | $35,728 | $109,413-67.3% | $156,263-77.1% | $84,808-57.9% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.8pp | 68.3%+27.4pp |
| Annual return | 11.57% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,085 | $2,907+6.1% | $4,333-28.8% | $2,631+17.2% |
| Participant deferral / active EE | $389 | $4,590-91.5% | $6,158-93.7% | $4,212-90.8% |
| Admin fee / account holder | $9,656 | $9,357+3.2% | $14,255-32.3% | $7,344+31.5% |