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 | $24,882 | $98,750-74.8% | $149,696-83.4% | $79,858-68.8% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 6.77% | 27.43%-20.7pp | 276.60%-269.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,042 | $3,216-67.6% | $4,644-77.6% | $2,471-57.8% |
| Participant deferral / active EE | $2,011 | $5,680-64.6% | $6,842-70.6% | $3,740-46.2% |
| Admin fee / account holder | $6,012 | $6,053-0.7% | $9,309-35.4% | $5,306+13.3% |