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 3-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 | $7,851 | $79,171-90.1% | $102,423-92.3% | $74,495-89.5% |
| Participation rate | 74.0% | 74.8%-0.8pp | 76.5%-2.4pp | 67.2%+6.8pp |
| Annual return | 13.25% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,806 | $2,362-23.6% | $3,023-40.3% | $2,623-31.2% |
| Participant deferral / active EE | $1,244 | $4,415-71.8% | $5,053-75.4% | $4,346-71.4% |
| Admin fee / account holder | $460 | $2,001-77.0% | $9,451-95.1% | $1,942-76.3% |