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 | $13,859 | $98,750-86.0% | $149,696-90.7% | $79,858-82.6% |
| Participation rate | 77.0% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 12.33% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,247 | $3,216+1.0% | $4,644-30.1% | $2,471+31.4% |
| Participant deferral / active EE | $1,250 | $5,680-78.0% | $6,842-81.7% | $3,740-66.6% |
| Admin fee / account holder | $2,587 | $6,053-57.3% | $9,309-72.2% | $5,306-51.2% |