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 | $10,442 | $52,884-80.3% | $84,750-87.7% | $55,167-81.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.71% | 18.03%-12.3pp | 22.78%-17.1pp | 169.23%-163.5pp |
| Employer contribution / active EE | $4,097 | $2,233+83.5% | $3,574+14.6% | $1,963+108.8% |
| Participant deferral / active EE | $520 | $2,644-80.3% | $3,712-86.0% | $3,054-83.0% |
| Admin fee / account holder | $674 | $581+16.1% | $5,332-87.4% | $504+33.8% |