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 4-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 | $220,000 | $76,050+189.3% | $96,544+127.9% | $71,457+207.9% |
| Participation rate | 98.0% | 74.4%+23.6pp | 76.0%+22.0pp | 67.9%+30.1pp |
| Annual return | 1540.33% | 22.81%+1517.5pp | 25.84%+1514.5pp | 28.85%+1511.5pp |
| Employer contribution / active EE | $23,200 | $2,244+933.8% | $2,965+682.5% | $2,588+796.6% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $16,632 | $2,707+514.4% | $8,252+101.5% | $1,587+947.8% |