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.
Employer 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 | $32,993 | $101,317-67.4% | $146,958-77.5% | $74,495-55.7% |
| Participation rate | 81.7% | 75.5%+6.2pp | 82.2%-0.5pp | 67.2%+14.5pp |
| Annual return | 13.82% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $13 | $3,810-99.7% | $4,933-99.7% | $2,623-99.5% |
| Participant deferral / active EE | $3,090 | $7,303-57.7% | $8,070-61.7% | $4,346-28.9% |
| Admin fee / account holder | $902 | $1,739-48.1% | $12,998-93.1% | $1,942-53.5% |