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 | $9,341 | $63,764-85.4% | $81,930-88.6% | $79,858-88.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.49% | 22.66%-9.2pp | 29.49%-16.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $971 | $1,795-45.9% | $4,310-77.5% | $2,471-60.7% |
| Participant deferral / active EE | $887 | $2,780-68.1% | $7,107-87.5% | $3,740-76.3% |
| Admin fee / account holder | $400 | $4,426-91.0% | $5,158-92.2% | $5,306-92.5% |