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 4-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.
Employer 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 | $15,156 | $84,414-82.0% | $164,813-90.8% | - |
| Participation rate | 96.0% | 69.4%+26.6pp | 78.6%+17.4pp | - |
| Annual return | 12.55% | 13.94%-1.4pp | 69.93%-57.4pp | - |
| Employer contribution / active EE | $1,061 | $2,400-55.8% | $4,341-75.6% | - |
| Participant deferral / active EE | $1,700 | $4,277-60.2% | $6,031-71.8% | - |
| Admin fee / account holder | $3,749 | $4,429-15.4% | $12,690-70.5% | - |