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.)
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 | $20,846 | $56,629-63.2% | $77,999-73.3% | $55,167-62.2% |
| Participation rate | 70.7% | 73.3%-2.6pp | 75.5%-4.8pp | 69.0%+1.7pp |
| Annual return | 172.59% | 2866.98%-2694.4pp | 425.96%-253.4pp | 169.23%+3.4pp |
| Employer contribution / active EE | $388 | $1,723-77.5% | $2,470-84.3% | $1,963-80.2% |
| Participant deferral / active EE | $1,082 | $2,777-61.0% | $3,497-69.0% | $3,054-64.6% |
| Admin fee / account holder | $463 | $467-0.7% | $5,480-91.5% | $504-8.1% |