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 | $214,713 | $94,625+126.9% | $116,228+84.7% | $84,808+153.2% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.6%+19.0pp | 68.3%+25.2pp |
| Annual return | 3.35% | 20.40%-17.1pp | 90.06%-86.7pp | 40.90%-37.6pp |
| Employer contribution / active EE | $8,837 | $2,347+276.6% | $2,994+195.1% | $2,631+235.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $16,368 | $10,091+62.2% | $11,989+36.5% | $7,344+122.9% |