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 | $65,120 | $96,484-32.5% | $156,263-58.3% | $74,304-12.4% |
| Participation rate | 76.3% | 67.7%+8.7pp | 78.9%-2.6pp | 60.3%+16.0pp |
| Annual return | 10.70% | 17.73%-7.0pp | 59.47%-48.8pp | 29.43%-18.7pp |
| Employer contribution / active EE | $3,177 | $2,528+25.7% | $4,333-26.7% | $2,241+41.8% |
| Participant deferral / active EE | $1,377 | $4,286-67.9% | $6,158-77.6% | $3,767-63.4% |
| Admin fee / account holder | $10,916 | $3,728+192.8% | $14,255-23.4% | $2,969+267.7% |