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 | $23,654 | $89,739-73.6% | $149,718-84.2% | $62,292-62.0% |
| Participation rate | 89.0% | 85.1%+3.9pp | 87.1%+1.9pp | 69.5%+19.5pp |
| Annual return | 11.68% | 21.01%-9.3pp | 1501.63%-1489.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,453 | $3,233-55.0% | $5,445-73.3% | $2,042-28.8% |
| Participant deferral / active EE | $800 | $4,797-83.3% | $6,569-87.8% | $3,169-74.7% |
| Admin fee / account holder | $304 | $551-44.8% | $11,283-97.3% | $479-36.5% |