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 5-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 | $15,896 | $43,423-63.4% | $78,689-79.8% | $55,167-71.2% |
| Participation rate | 75.4% | 68.0%+7.4pp | 73.6%+1.9pp | 69.0%+6.4pp |
| Annual return | 0.95% | 11.53%-10.6pp | 62.18%-61.2pp | 169.23%-168.3pp |
| Employer contribution / active EE | $5,836 | $1,997+192.3% | $2,851+104.7% | $1,963+197.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $393 | $416-5.6% | $4,510-91.3% | $504-22.1% |