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 4-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 | $25,964 | $84,233-69.2% | $170,442-84.8% | $70,131-63.0% |
| Participation rate | 97.4% | 70.8%+26.6pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 12.19% | 23.06%-10.9pp | 205.93%-193.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $3,731 | $3,387+10.2% | $5,433-31.3% | $2,342+59.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,311 | $5,698-77.0% | $13,880-90.6% | $4,645-71.8% |