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 5-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 | $103,503 | $82,978+24.7% | $129,995-20.4% | $71,457+44.8% |
| Participation rate | 83.9% | 74.1%+9.8pp | 78.5%+5.4pp | 67.9%+16.0pp |
| Annual return | 69.70% | 20.60%+49.1pp | -137.18%+206.9pp | 28.85%+40.9pp |
| Employer contribution / active EE | $3,534 | $2,622+34.8% | $4,320-18.2% | $2,588+36.6% |
| Participant deferral / active EE | $1,810 | $4,432-59.2% | $5,820-68.9% | $4,289-57.8% |
| Admin fee / account holder | $14,177 | $1,729+720.0% | $10,614+33.6% | $1,587+793.1% |