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 | $42,790 | $88,083-51.4% | $164,813-74.0% | $74,495-42.6% |
| Participation rate | 99.0% | 73.0%+26.0pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 14.61% | 17.26%-2.7pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,588 | $2,593+38.4% | $4,341-17.3% | $2,623+36.8% |
| Participant deferral / active EE | $1,972 | $4,498-56.2% | $6,031-67.3% | $4,346-54.6% |
| Admin fee / account holder | $1,528 | $2,234-31.6% | $12,690-88.0% | $1,942-21.3% |