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.
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 | $30,883 | $305,925-89.9% | $178,490-82.7% | - |
| Participation rate | 100.0% | 64.3%+35.7pp | 81.9%+18.1pp | - |
| Annual return | 23.89% | 10.58%+13.3pp | 151.07%-127.2pp | - |
| Employer contribution / active EE | $2,705 | $2,545+6.3% | $5,011-46.0% | - |
| Participant deferral / active EE | $2,850 | $2,511+13.5% | $5,202-45.2% | - |
| Admin fee / account holder | $1,622 | $21,071-92.3% | $13,984-88.4% | - |