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 | $47,909 | $62,127-22.9% | $81,382-41.1% | $74,495-35.7% |
| Participation rate | 99.1% | 64.0%+35.0pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 16.19% | 16.48%-0.3pp | 24.73%-8.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $9,346 | $1,882+396.5% | $2,463+279.5% | $2,623+256.3% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4,235 | $1,934+118.9% | $5,768-26.6% | $1,942+118.1% |