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 6-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 | $3,674 | $83,902-95.6% | $167,512-97.8% | $84,808-95.7% |
| Participation rate | 89.5% | 66.5%+23.0pp | 77.1%+12.4pp | 68.3%+21.2pp |
| Annual return | 20.05% | 91.55%-71.5pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $836 | $2,264-63.1% | $3,882-78.5% | $2,631-68.2% |
| Participant deferral / active EE | $1,154 | $4,442-74.0% | $6,405-82.0% | $4,212-72.6% |
| Admin fee / account holder | $444 | $7,915-94.4% | $9,769-95.5% | $7,344-93.9% |