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 | $62,146-22.9% | $81,438-41.2% | $74,546-35.7% |
| Participation rate | 99.1% | 64.1%+35.0pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 16.19% | 16.49%-0.3pp | 24.74%-8.6pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $9,346 | $1,883+396.4% | $2,460+279.9% | $2,624+256.1% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4,235 | $1,922+120.3% | $5,764-26.5% | $1,944+117.9% |