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 3-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.
Employer 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 | $153,636 | $122,239+25.7% | $184,200-16.6% | $74,546+106.1% |
| Participation rate | 79.0% | 85.5%-6.5pp | 86.8%-7.9pp | 67.2%+11.8pp |
| Annual return | 143.03% | 19.95%+123.1pp | 28.80%+114.2pp | 1366.03%-1223.0pp |
| Employer contribution / active EE | $778 | $4,537-82.9% | $6,424-87.9% | $2,624-70.4% |
| Participant deferral / active EE | $2,120 | $7,139-70.3% | $9,132-76.8% | $4,347-51.2% |
| Admin fee / account holder | $6,320 | $1,260+401.7% | $13,907-54.6% | $1,944+225.2% |