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.)
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 | $41,324 | $57,976-28.7% | $62,995-34.4% | $62,292-33.7% |
| Participation rate | 97.3% | 75.9%+21.4pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 10.57% | 17.54%-7.0pp | 87.57%-77.0pp | 28.90%-18.3pp |
| Employer contribution / active EE | $1,855 | $2,415-23.2% | $2,759-32.8% | $2,042-9.2% |
| Participant deferral / active EE | $458 | $2,956-84.5% | $3,329-86.2% | $3,169-85.6% |
| Admin fee / account holder | $2,405 | $276+772.2% | $3,600-33.2% | $479+401.7% |