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 | $25,729 | $79,944-67.8% | $98,439-73.9% | $75,163-65.8% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.2%+7.7pp | 67.2%+15.7pp |
| Annual return | 16.20% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,289 | $2,264+45.3% | $3,048+7.9% | $2,670+23.2% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,853 | $6,840-58.3% | $8,948-68.1% | $5,651-49.5% |