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.
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 | $49,653 | $57,976-14.4% | $62,995-21.2% | $62,292-20.3% |
| Participation rate | 86.5% | 75.9%+10.6pp | 74.8%+11.7pp | 69.5%+17.0pp |
| Annual return | 13.99% | 17.54%-3.6pp | 87.57%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,674 | $2,415+10.7% | $2,759-3.1% | $2,042+30.9% |
| Participant deferral / active EE | $904 | $2,956-69.4% | $3,329-72.8% | $3,169-71.5% |
| Admin fee / account holder | $14,029 | $276+4987.4% | $3,600+289.7% | $479+2826.6% |