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 | $146,957 | $90,590+62.2% | $111,297+32.0% | - |
| Participation rate | 98.0% | 76.1%+21.9pp | 77.3%+20.7pp | - |
| Annual return | 7.90% | 11.74%-3.8pp | 54.65%-46.7pp | - |
| Employer contribution / active EE | $2,308 | $1,916+20.5% | $2,731-15.5% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,487-100.0% | - |
| Admin fee / account holder | $7,078 | $3,379+109.5% | $7,964-11.1% | - |