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 | $9,223 | $71,883-87.2% | $86,677-89.4% | $68,494-86.5% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -13.26% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $768 | $2,173-64.7% | $2,836-72.9% | $2,596-70.4% |
| Participant deferral / active EE | $153 | $3,779-96.0% | $4,656-96.7% | $4,027-96.2% |
| Admin fee / account holder | $2,733 | $6,112-55.3% | $7,493-63.5% | $5,403-49.4% |