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 | $13,149 | $295,684-95.6% | $154,803-91.5% | - |
| Participation rate | 92.9% | 53.1%+39.9pp | 78.1%+14.9pp | - |
| Annual return | 14.27% | 11.49%+2.8pp | 58.88%-44.6pp | - |
| Employer contribution / active EE | $788 | $1,145-31.2% | $4,305-81.7% | - |
| Participant deferral / active EE | $1,020 | $2,052-50.3% | $5,540-81.6% | - |
| Admin fee / account holder | $1,026 | $60,072-98.3% | $14,329-92.8% | - |