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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $214,345 | $93,571+129.1% | $135,903+57.7% | $75,163+185.2% |
| Participation rate | 98.2% | 75.2%+23.1pp | 81.9%+16.3pp | 67.2%+31.1pp |
| Annual return | 10.77% | 30.90%-20.1pp | 68.23%-57.5pp | 160.62%-149.8pp |
| Employer contribution / active EE | $10,283 | $3,537+190.8% | $4,856+111.8% | $2,670+285.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,534 | $6,975-20.7% | $10,762-48.6% | $5,651-2.1% |