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.
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 | $7,479 | $76,050-90.2% | $96,544-92.3% | $71,457-89.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 76.0%-4.5pp | 67.9%+3.5pp |
| Annual return | 17.32% | 22.81%-5.5pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,150 | $2,244-48.8% | $2,965-61.2% | $2,588-55.6% |
| Participant deferral / active EE | $1,574 | $4,215-62.7% | $4,851-67.6% | $4,289-63.3% |
| Admin fee / account holder | $1,470 | $2,707-45.7% | $8,252-82.2% | $1,587-7.4% |