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 9-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 | $38,132 | $53,516-28.7% | $126,539-69.9% | $84,808-55.0% |
| Participation rate | 88.7% | 58.2%+30.5pp | 69.8%+18.9pp | 68.3%+20.4pp |
| Annual return | 10.14% | 58.34%-48.2pp | 425.95%-415.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $3,465 | $1,535+125.8% | $3,674-5.7% | $2,631+31.7% |
| Participant deferral / active EE | $49 | $2,671-98.2% | $4,083-98.8% | $4,212-98.8% |
| Admin fee / account holder | $2,767 | $4,497-38.5% | $6,065-54.4% | $7,344-62.3% |