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 | $77,896-54.3% | $134,172-73.5% | $82,448-56.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 19.27% | 18.21%+1.1pp | 25.30%-6.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,416 | $2,159+11.9% | $3,420-29.3% | $2,551-5.3% |
| Participant deferral / active EE | $933 | $3,162-70.5% | $4,690-80.1% | $4,139-77.5% |
| Admin fee / account holder | $4,651 | $6,336-26.6% | $12,016-61.3% | $7,234-35.7% |