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.
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 | $36,905 | $197,941-81.4% | $100,534-63.3% | $85,563-56.9% |
| Participation rate | 97.4% | 83.8%+13.6pp | 80.6%+16.8pp | 66.0%+31.4pp |
| Annual return | 34.05% | 21.00%+13.1pp | 32.66%+1.4pp | 31.51%+2.5pp |
| Employer contribution / active EE | $3,747 | $7,157-47.6% | $4,346-13.8% | $2,654+41.2% |
| Participant deferral / active EE | $3,684 | $9,061-59.3% | $6,144-40.0% | $4,375-15.8% |
| Admin fee / account holder | $802 | $1,158-30.7% | $7,654-89.5% | $834-3.8% |