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 | $12,644 | $64,119-80.3% | $112,228-88.7% | $66,914-81.1% |
| Participation rate | 97.3% | 68.5%+28.9pp | 75.1%+22.3pp | 69.8%+27.5pp |
| Annual return | -15.55% | -13.81%-1.7pp | 27.45%-43.0pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,330 | $3,005-55.8% | $3,635-63.4% | $2,544-47.7% |
| Participant deferral / active EE | $838 | $3,693-77.3% | $4,728-82.3% | $4,237-80.2% |
| Admin fee / account holder | $574 | $625-8.2% | $6,410-91.1% | $593-3.3% |