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 | $22,913 | $51,197-55.2% | $82,719-72.3% | $66,914-65.8% |
| Participation rate | 70.7% | 67.8%+2.9pp | 72.6%-1.8pp | 69.8%+0.9pp |
| Annual return | -12.32% | -9.64%-2.7pp | 701.18%-713.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $597 | $2,611-77.1% | $3,009-80.2% | $2,544-76.5% |
| Participant deferral / active EE | $905 | $3,458-73.8% | $4,395-79.4% | $4,237-78.6% |
| Admin fee / account holder | $1,605 | $416+286.2% | $5,329-69.9% | $593+170.5% |