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 | $88,298 | $91,538-3.5% | $129,995-32.1% | $75,163+17.5% |
| Participation rate | 90.2% | 71.4%+18.8pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | -5.60% | -631.11%+625.5pp | -137.18%+131.6pp | 160.62%-166.2pp |
| Employer contribution / active EE | $5,398 | $2,845+89.7% | $4,320+25.0% | $2,670+102.2% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,468 | $6,790-78.4% | $10,614-86.2% | $5,651-74.0% |