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 | $13,828 | $78,485-82.4% | $106,213-87.0% | $74,495-81.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 65.62% | 15.95%+49.7pp | 116.14%-50.5pp | 1364.94%-1299.3pp |
| Employer contribution / active EE | $1,744 | $2,523-30.9% | $3,171-45.0% | $2,623-33.5% |
| Participant deferral / active EE | $1,419 | $4,322-67.2% | $5,016-71.7% | $4,346-67.4% |
| Admin fee / account holder | $340 | $2,232-84.7% | $11,033-96.9% | $1,942-82.5% |