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 | $33,162 | $45,035-26.4% | $62,995-47.4% | $70,131-52.7% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 11.11% | 18.76%-7.6pp | 87.57%-76.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $3,104 | $2,051+51.3% | $2,759+12.5% | $2,342+32.5% |
| Participant deferral / active EE | $542 | $2,465-78.0% | $3,329-83.7% | $3,332-83.7% |
| Admin fee / account holder | $1,174 | $2,834-58.6% | $3,600-67.4% | $4,645-74.7% |