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 | $63,054 | $64,707-2.6% | $112,228-43.8% | $68,494-7.9% |
| Participation rate | 96.5% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.6pp |
| Annual return | -15.68% | -11.40%-4.3pp | 27.45%-43.1pp | -7.84%-7.8pp |
| Employer contribution / active EE | $10,930 | $2,746+298.1% | $3,635+200.7% | $2,596+321.0% |
| Participant deferral / active EE | $367 | $3,565-89.7% | $4,728-92.2% | $4,027-90.9% |
| Admin fee / account holder | $8,046 | $5,232+53.8% | $6,410+25.5% | $5,403+48.9% |