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 | $40,879 | $54,350-24.8% | $82,719-50.6% | $68,494-40.3% |
| Participation rate | 95.7% | 63.9%+31.8pp | 72.6%+23.2pp | 67.9%+27.8pp |
| Annual return | -14.19% | -13.67%-0.5pp | 701.18%-715.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,958 | $2,218+33.3% | $3,009-1.7% | $2,596+13.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,083 | $4,395-52.6% | $5,329-60.9% | $5,403-61.4% |