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 | $19,108 | $45,825-58.3% | $90,645-78.9% | $56,287-66.1% |
| Participation rate | 99.0% | 66.7%+32.3pp | 74.0%+25.0pp | 69.9%+29.2pp |
| Annual return | 5.13% | 38.64%-33.5pp | 1.88%+3.2pp | -9.96%+15.1pp |
| Employer contribution / active EE | $490 | $1,372-64.3% | $2,532-80.6% | $2,111-76.8% |
| Participant deferral / active EE | $651 | $2,562-74.6% | $3,425-81.0% | $3,350-80.6% |
| Admin fee / account holder | $1,270 | $413+207.7% | $4,994-74.6% | $521+143.7% |