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 7-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 | $5,512 | $49,922-89.0% | $80,569-93.2% | $75,163-92.7% |
| Participation rate | 91.7% | 55.3%+36.4pp | 67.0%+24.7pp | 67.2%+24.5pp |
| Annual return | 14.51% | 34.69%-20.2pp | 935.43%-920.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,264 | $1,698+33.3% | $2,723-16.9% | $2,670-15.2% |
| Participant deferral / active EE | $429 | $2,990-85.7% | $4,447-90.4% | $4,125-89.6% |
| Admin fee / account holder | $919 | $3,577-74.3% | $5,377-82.9% | $5,651-83.7% |