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 | $11,957 | $80,753-85.2% | $136,294-91.2% | $62,292-80.8% |
| Participation rate | 78.4% | 73.5%+4.9pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 18.03% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $723 | $2,884-74.9% | $4,695-84.6% | $2,042-64.6% |
| Participant deferral / active EE | $1,818 | $5,164-64.8% | $6,247-70.9% | $3,169-42.6% |
| Admin fee / account holder | $669 | $525+27.3% | $9,243-92.8% | $479+39.6% |