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 | $3,267 | $71,516-95.4% | $98,439-96.7% | $71,457-95.4% |
| Participation rate | 75.9% | 72.7%+3.2pp | 75.2%+0.8pp | 67.9%+8.0pp |
| Annual return | 29.74% | 32.41%-2.7pp | 21.16%+8.6pp | 28.85%+0.9pp |
| Employer contribution / active EE | $814 | $2,399-66.1% | $3,048-73.3% | $2,588-68.5% |
| Participant deferral / active EE | $1,586 | $4,109-61.4% | $4,738-66.5% | $4,289-63.0% |
| Admin fee / account holder | $300 | $1,675-82.1% | $8,948-96.6% | $1,587-81.1% |