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 | $17,377 | $84,233-79.4% | $170,442-89.8% | $70,131-75.2% |
| Participation rate | 98.9% | 70.8%+28.1pp | 83.6%+15.3pp | 69.5%+29.4pp |
| Annual return | 19.02% | 23.06%-4.0pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,108 | $3,387-67.3% | $5,433-79.6% | $2,342-52.7% |
| Participant deferral / active EE | $586 | $3,086-81.0% | $4,939-88.1% | $3,332-82.4% |
| Admin fee / account holder | $1,665 | $5,698-70.8% | $13,880-88.0% | $4,645-64.2% |