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 | $56,889 | $91,407-37.8% | $135,903-58.1% | $71,457-20.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.26% | 29.90%-14.6pp | 68.23%-53.0pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,604 | $3,703-29.7% | $4,856-46.4% | $2,588+0.6% |
| Participant deferral / active EE | $1,165 | $7,092-83.6% | $7,758-85.0% | $4,289-72.8% |
| Admin fee / account holder | $4,603 | $1,266+263.7% | $10,762-57.2% | $1,587+190.0% |