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 | $16,080 | $87,870-81.7% | $113,168-85.8% | $74,304-78.4% |
| Participation rate | 97.8% | 70.7%+27.1pp | 76.6%+21.3pp | 60.3%+37.5pp |
| Annual return | 21.38% | 26.44%-5.1pp | 24.27%-2.9pp | 29.43%-8.1pp |
| Employer contribution / active EE | $2,255 | $2,277-1.0% | $2,975-24.2% | $2,241+0.6% |
| Participant deferral / active EE | $1,897 | $4,241-55.3% | $5,107-62.9% | $3,767-49.7% |
| Admin fee / account holder | $632 | $3,368-81.2% | $12,068-94.8% | $2,969-78.7% |