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 | $37,115 | $86,929-57.3% | $102,423-63.8% | $80,856-54.1% |
| Participation rate | 94.9% | 72.4%+22.5pp | 76.5%+18.4pp | 67.6%+27.3pp |
| Annual return | 10.02% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,453 | $2,369+3.5% | $3,023-18.9% | $2,755-10.9% |
| Participant deferral / active EE | $1,218 | $4,118-70.4% | $5,053-75.9% | $4,296-71.7% |
| Admin fee / account holder | $2,148 | $8,049-73.3% | $9,451-77.3% | $6,918-68.9% |