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 | $43,696 | $101,724-57.0% | $164,813-73.5% | $80,856-46.0% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.4pp | 67.6%+29.3pp |
| Annual return | 11.04% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,772 | $2,953-6.1% | $4,341-36.1% | $2,755+0.6% |
| Participant deferral / active EE | $1,748 | $4,477-60.9% | $6,031-71.0% | $4,296-59.3% |
| Admin fee / account holder | $2,735 | $8,227-66.8% | $12,690-78.4% | $6,918-60.5% |