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 5-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 | $6,346 | $55,415-88.5% | $155,509-95.9% | $74,495-91.5% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.1pp | 67.2%+5.8pp |
| Annual return | 12.50% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $837 | $2,267-63.1% | $4,672-82.1% | $2,623-68.1% |
| Participant deferral / active EE | $782 | $2,836-72.4% | $5,626-86.1% | $4,346-82.0% |
| Admin fee / account holder | $685 | $1,738-60.6% | $15,912-95.7% | $1,942-64.7% |