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 | $44,595 | $87,870-49.2% | $113,168-60.6% | $74,304-40.0% |
| Participation rate | 93.3% | 70.7%+22.6pp | 76.6%+16.8pp | 60.3%+33.0pp |
| Annual return | 13.85% | 26.44%-12.6pp | 24.27%-10.4pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,356 | $2,277+3.5% | $2,975-20.8% | $2,241+5.1% |
| Participant deferral / active EE | $1,156 | $4,241-72.8% | $5,107-77.4% | $3,767-69.3% |
| Admin fee / account holder | $7,444 | $3,368+121.0% | $12,068-38.3% | $2,969+150.7% |