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 | $14,371 | $73,102-80.3% | $123,544-88.4% | $56,287-74.5% |
| Participation rate | 75.4% | 74.3%+1.1pp | 82.3%-6.9pp | 69.9%+5.6pp |
| Annual return | -4.82% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,366 | $2,977-54.1% | $4,628-70.5% | $2,111-35.3% |
| Participant deferral / active EE | $2,097 | $5,423-61.3% | $6,426-67.4% | $3,350-37.4% |
| Admin fee / account holder | $1,644 | $554+196.9% | $9,284-82.3% | $521+215.6% |