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 | $7,048 | $100,923-93.0% | $150,045-95.3% | $74,304-90.5% |
| Participation rate | 73.9% | 70.1%+3.9pp | 82.3%-8.4pp | 60.3%+13.6pp |
| Annual return | 16.24% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,431 | $3,463-58.7% | $4,693-69.5% | $2,241-36.2% |
| Participant deferral / active EE | $1,892 | $6,709-71.8% | $7,997-76.3% | $3,767-49.8% |
| Admin fee / account holder | $851 | $2,767-69.3% | $13,435-93.7% | $2,969-71.3% |