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 | $17,292 | $72,404-76.1% | $110,238-84.3% | $64,186-73.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -13.47% | -6.29%-7.2pp | 314.74%-328.2pp | 7.63%-21.1pp |
| Employer contribution / active EE | $2,348 | $2,282+2.9% | $3,826-38.6% | $2,381-1.4% |
| Participant deferral / active EE | $958 | $3,469-72.4% | $4,672-79.5% | $3,470-72.4% |
| Admin fee / account holder | $739 | $5,664-87.0% | $8,547-91.4% | $4,888-84.9% |