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 | $91,760-29.0% | $156,181-58.3% | $67,986-4.2% |
| Participation rate | 76.3% | 65.0%+11.3pp | 78.8%-2.5pp | 57.2%+19.1pp |
| Annual return | 10.70% | 18.14%-7.4pp | 64.87%-54.2pp | 31.67%-21.0pp |
| Employer contribution / active EE | $3,177 | $2,419+31.3% | $4,294-26.0% | $2,019+57.4% |
| Participant deferral / active EE | $1,377 | $3,960-65.2% | $6,132-77.5% | $3,358-59.0% |
| Admin fee / account holder | $10,916 | $3,949+176.5% | $14,586-25.2% | $3,203+240.8% |