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 | $80,812-95.5% | $160,784-97.7% | $82,448-95.5% |
| Participation rate | 89.5% | 66.2%+23.2pp | 77.0%+12.5pp | 68.1%+21.4pp |
| Annual return | 20.05% | 100.59%-80.5pp | 1803.92%-1783.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $836 | $2,174-61.6% | $3,733-77.6% | $2,551-67.2% |
| Participant deferral / active EE | $1,154 | $4,335-73.4% | $6,293-81.7% | $4,139-72.1% |
| Admin fee / account holder | $444 | $7,695-94.2% | $9,717-95.4% | $7,234-93.9% |