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.)
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 | $70,074 | $136,307-48.6% | $177,821-60.6% | $73,488-4.6% |
| Participation rate | 79.1% | 86.1%-7.0pp | 87.7%-8.6pp | 70.7%+8.4pp |
| Annual return | 268.99% | 18.68%+250.3pp | 48.32%+220.7pp | 28.51%+240.5pp |
| Employer contribution / active EE | $1,461 | $3,712-60.6% | $5,918-75.3% | $2,270-35.6% |
| Participant deferral / active EE | $3,146 | $5,829-46.0% | $7,714-59.2% | $3,740-15.9% |
| Admin fee / account holder | $3,950 | $596+563.2% | $12,427-68.2% | $513+669.9% |