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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,190 | $93,571-95.5% | $135,903-96.9% | $75,163-94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 11.80% | 30.90%-19.1pp | 68.23%-56.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,591 | $3,537-55.0% | $4,856-67.2% | $2,670-40.4% |
| Participant deferral / active EE | $1,062 | $6,404-83.4% | $7,758-86.3% | $4,125-74.3% |
| Admin fee / account holder | $529 | $6,975-92.4% | $10,762-95.1% | $5,651-90.6% |