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.
Employer 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 | $60,140 | $80,968-25.7% | $96,544-37.7% | $75,163-20.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 86.33% | 27.06%+59.3pp | 25.84%+60.5pp | 160.62%-74.3pp |
| Employer contribution / active EE | $361 | $2,282-84.2% | $2,965-87.8% | $2,670-86.5% |
| Participant deferral / active EE | $1,158 | $3,928-70.5% | $4,851-76.1% | $4,125-71.9% |
| Admin fee / account holder | $15,083 | $6,724+124.3% | $8,252+82.8% | $5,651+166.9% |