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 | $32,196 | $65,041-50.5% | $90,951-64.6% | $79,858-59.7% |
| Participation rate | 84.7% | 61.6%+23.1pp | 69.0%+15.7pp | 69.6%+15.1pp |
| Annual return | 11.28% | 30.45%-19.2pp | 134.60%-123.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,703 | $1,247+36.5% | $2,122-19.8% | $2,471-31.1% |
| Participant deferral / active EE | $323 | $2,512-87.1% | $3,373-90.4% | $3,740-91.4% |
| Admin fee / account holder | $755 | $4,536-83.4% | $5,959-87.3% | $5,306-85.8% |