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 5-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 | $4,154 | $84,487-95.1% | $125,339-96.7% | $66,914-93.8% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -16.54% | -8.39%-8.1pp | 572.05%-588.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,028 | $3,553-42.9% | $4,814-57.9% | $2,544-20.3% |
| Participant deferral / active EE | $2,286 | $6,781-66.3% | $7,446-69.3% | $4,237-46.0% |
| Admin fee / account holder | $361 | $685-47.3% | $10,010-96.4% | $593-39.1% |