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 | $84,407 | $65,395+29.1% | $182,532-53.8% | $72,985+15.6% |
| Participation rate | 97.9% | 65.4%+32.5pp | 78.0%+19.9pp | 69.5%+28.4pp |
| Annual return | 12.08% | 27.68%-15.6pp | 148.54%-136.5pp | 81.00%-68.9pp |
| Employer contribution / active EE | $4,526 | $1,911+136.8% | $4,076+11.0% | $2,440+85.5% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,735 | $4,245-12.0% | $8,592-56.5% | $5,124-27.1% |