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 | $16,700 | $25,972-35.7% | - | $72,985-77.1% |
| Participation rate | 88.6% | 52.8%+35.9pp | - | 69.5%+19.2pp |
| Annual return | 9.08% | 20.47%-11.4pp | - | 81.00%-71.9pp |
| Employer contribution / active EE | $3,601 | $2,171+65.9% | - | $2,440+47.6% |
| Participant deferral / active EE | $0 | $2,560-100.0% | - | $3,607-100.0% |
| Admin fee / account holder | $942 | $2,104-55.2% | - | $5,124-81.6% |