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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,325 | $84,233-93.7% | $170,442-96.9% | $70,131-92.4% |
| Participation rate | 97.6% | 70.8%+26.7pp | 83.6%+14.0pp | 69.5%+28.0pp |
| Annual return | 4.75% | 23.06%-18.3pp | 205.93%-201.2pp | 73.14%-68.4pp |
| Employer contribution / active EE | $924 | $3,387-72.7% | $5,433-83.0% | $2,342-60.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $728 | $5,698-87.2% | $13,880-94.8% | $4,645-84.3% |