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 3-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 | $218,126 | $81,460+167.8% | $103,333+111.1% | $80,856+169.8% |
| Participation rate | 99.0% | 66.8%+32.1pp | 74.5%+24.5pp | 67.6%+31.3pp |
| Annual return | 138.94% | 25.55%+113.4pp | 24.88%+114.1pp | 35.59%+103.3pp |
| Employer contribution / active EE | $20,758 | $3,105+568.5% | $3,868+436.7% | $2,755+653.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $19,545 | $6,566+197.6% | $8,355+133.9% | $6,918+182.5% |