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 | $19,909 | $77,813-74.4% | $123,544-83.9% | $64,186-69.0% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | 0.11% | 12.48%-12.4pp | 119.20%-119.1pp | 7.63%-7.5pp |
| Employer contribution / active EE | $1,033 | $3,014-65.7% | $4,628-77.7% | $2,381-56.6% |
| Participant deferral / active EE | $2,091 | $5,240-60.1% | $6,426-67.5% | $3,470-39.7% |
| Admin fee / account holder | $3,290 | $5,519-40.4% | $9,284-64.6% | $4,888-32.7% |