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 8-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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,982 | $64,119-67.3% | $112,228-81.3% | $66,914-68.6% |
| Participation rate | 77.0% | 68.5%+8.5pp | 75.1%+1.9pp | 69.8%+7.2pp |
| Annual return | -15.20% | -13.81%-1.4pp | 27.45%-42.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,725 | $3,005-42.6% | $3,635-52.5% | $2,544-32.2% |
| Participant deferral / active EE | $2,415 | $3,693-34.6% | $4,728-48.9% | $4,237-43.0% |
| Admin fee / account holder | $7 | $625-98.9% | $6,410-99.9% | $593-98.8% |