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.)
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 | $16,778 | $70,083-76.1% | $59,878-72.0% | $55,725-69.9% |
| Participation rate | 79.6% | 78.4%+1.2pp | 74.7%+4.9pp | 70.9%+8.8pp |
| Annual return | 113.17% | 3.13%+110.0pp | 3.46%+109.7pp | 244.93%-131.8pp |
| Employer contribution / active EE | $1,487 | $2,878-48.4% | $2,722-45.4% | $2,078-28.5% |
| Participant deferral / active EE | $1,028 | $3,079-66.6% | $3,402-69.8% | $3,356-69.4% |
| Admin fee / account holder | $659 | $70+836.8% | $3,590-81.7% | $115+471.9% |