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 | $82,120 | $83,477-1.6% | $125,175-34.4% | $72,985+12.5% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.5%+29.1pp |
| Annual return | -4.01% | 25.78%-29.8pp | 43.79%-47.8pp | 81.00%-85.0pp |
| Employer contribution / active EE | $10,208 | $2,345+335.3% | $3,865+164.1% | $2,440+318.4% |
| Participant deferral / active EE | $968 | $3,585-73.0% | $4,937-80.4% | $3,607-73.2% |
| Admin fee / account holder | $7,104 | $5,517+28.8% | $9,702-26.8% | $5,124+38.6% |