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 | $26,650 | $73,638-63.8% | $95,952-72.2% | $73,488-63.7% |
| Participation rate | 82.4% | 76.2%+6.2pp | 77.1%+5.3pp | 70.7%+11.7pp |
| Annual return | 3.42% | 16.78%-13.4pp | 91.61%-88.2pp | 28.51%-25.1pp |
| Employer contribution / active EE | $687 | $1,863-63.1% | $2,541-73.0% | $2,270-69.7% |
| Participant deferral / active EE | $1,615 | $3,617-55.3% | $4,167-61.2% | $3,740-56.8% |
| Admin fee / account holder | $5,727 | $482+1087.9% | $6,795-15.7% | $513+1016.2% |