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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,694 | $57,354-84.8% | $83,848-89.6% | $64,186-86.5% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.3pp | 69.6%+15.8pp |
| Annual return | -11.29% | 11.38%-22.7pp | 850.88%-862.2pp | 7.63%-18.9pp |
| Employer contribution / active EE | $3,434 | $2,545+34.9% | $3,631-5.4% | $2,381+44.2% |
| Participant deferral / active EE | $701 | $2,993-76.6% | $4,082-82.8% | $3,470-79.8% |
| Admin fee / account holder | $610 | $4,046-84.9% | $5,478-88.9% | $4,888-87.5% |