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 | $44,197 | $72,277-38.9% | $101,248-56.3% | $79,858-44.7% |
| Participation rate | 98.8% | 68.5%+30.4pp | 75.8%+23.0pp | 69.6%+29.2pp |
| Annual return | 9.50% | 22.30%-12.8pp | 46.47%-37.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $8,608 | $2,692+219.8% | $3,660+135.2% | $2,471+248.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,568 | $4,400-64.4% | $5,945-73.6% | $5,306-70.5% |