Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $8,983 | $78,483-88.6% | $106,201-91.5% | $74,546-88.0% |
| Participation rate | 70.4% | 72.8%-2.4pp | 75.3%-4.9pp | 67.2%+3.2pp |
| Annual return | 7.34% | 15.94%-8.6pp | 116.26%-108.9pp | 1366.03%-1358.7pp |
| Employer contribution / active EE | $1,153 | $2,522-54.3% | $3,170-63.6% | $2,624-56.1% |
| Participant deferral / active EE | $1,746 | $4,320-59.6% | $5,012-65.2% | $4,347-59.8% |
| Admin fee / account holder | $1,826 | $2,236-18.3% | $11,039-83.5% | $1,944-6.0% |