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 | $83,661 | $96,484-13.3% | $156,263-46.5% | $74,304+12.6% |
| Participation rate | 97.0% | 67.7%+29.3pp | 78.9%+18.1pp | 60.3%+36.7pp |
| Annual return | 5.75% | 17.73%-12.0pp | 59.47%-53.7pp | 29.43%-23.7pp |
| Employer contribution / active EE | $3,962 | $2,528+56.7% | $4,333-8.6% | $2,241+76.8% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,018 | $3,728-72.7% | $14,255-92.9% | $2,969-65.7% |