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 | $3,951 | $73,933-94.7% | $96,683-95.9% | $75,163-94.7% |
| Participation rate | 87.6% | 66.4%+21.2pp | 74.3%+13.3pp | 67.2%+20.4pp |
| Annual return | 18.15% | 26.70%-8.6pp | 35.69%-17.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $989 | $2,928-66.2% | $3,737-73.5% | $2,670-63.0% |
| Participant deferral / active EE | $264 | $3,659-92.8% | $4,878-94.6% | $4,125-93.6% |
| Admin fee / account holder | $1,280 | $5,216-75.5% | $6,730-81.0% | $5,651-77.3% |