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 8-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 | $35,571 | $78,926-54.9% | $136,749-74.0% | $84,808-58.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.27% | 18.17%+1.1pp | 24.33%-5.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,416 | $2,134+13.2% | $3,400-28.9% | $2,631-8.2% |
| Participant deferral / active EE | $933 | $3,168-70.6% | $4,692-80.1% | $4,212-77.9% |
| Admin fee / account holder | $4,651 | $6,369-27.0% | $11,386-59.2% | $7,344-36.7% |