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 | $22,955 | $86,655-73.5% | $119,609-80.8% | $66,914-65.7% |
| Participation rate | 87.1% | 75.6%+11.6pp | 79.3%+7.9pp | 69.8%+17.3pp |
| Annual return | -16.05% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,116 | $2,536-56.0% | $4,232-73.6% | $2,544-56.1% |
| Participant deferral / active EE | $1,821 | $4,358-58.2% | $5,602-67.5% | $4,237-57.0% |
| Admin fee / account holder | $2,601 | $755+244.6% | $10,323-74.8% | $593+338.4% |