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.
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 | $20,878 | $270,840-92.3% | $140,016-85.1% | - |
| Participation rate | 96.0% | 81.0%+15.0pp | 87.5%+8.5pp | - |
| Annual return | -5.66% | 3.44%-9.1pp | 651.12%-656.8pp | - |
| Employer contribution / active EE | $2,045 | $2,598-21.3% | $5,606-63.5% | - |
| Participant deferral / active EE | $2,841 | $3,773-24.7% | $6,927-59.0% | - |
| Admin fee / account holder | $3,846 | $13,391-71.3% | $10,705-64.1% | - |