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 | $33,658 | $83,477-59.7% | $125,175-73.1% | $72,985-53.9% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 17.82% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,311 | $2,345-1.5% | $3,865-40.2% | $2,440-5.3% |
| Participant deferral / active EE | $1,451 | $3,585-59.5% | $4,937-70.6% | $3,607-59.8% |
| Admin fee / account holder | $442 | $5,517-92.0% | $9,702-95.4% | $5,124-91.4% |