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 | $105,485 | $185,342-43.1% | $111,297-5.2% | $86,799+21.5% |
| Participation rate | 80.0% | 81.0%-0.9pp | 77.3%+2.7pp | 72.3%+7.8pp |
| Annual return | 259.53% | 500.80%-241.3pp | 54.65%+204.9pp | 97.91%+161.6pp |
| Employer contribution / active EE | $903 | $2,246-59.8% | $2,731-66.9% | $2,405-62.4% |
| Participant deferral / active EE | $1,496 | $4,458-66.4% | $4,487-66.7% | $4,131-63.8% |
| Admin fee / account holder | $4,146 | $255+1523.1% | $7,964-47.9% | $170+2345.4% |