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 | $41,358 | $80,724-48.8% | $103,333-60.0% | $74,495-44.5% |
| Participation rate | 82.2% | 65.7%+16.5pp | 74.5%+7.7pp | 67.2%+15.0pp |
| Annual return | 11.37% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $9,658 | $3,157+205.9% | $3,868+149.7% | $2,623+268.2% |
| Participant deferral / active EE | $788 | $3,860-79.6% | $5,057-84.4% | $4,346-81.9% |
| Admin fee / account holder | $4,364 | $2,368+84.3% | $8,355-47.8% | $1,942+124.8% |