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 | $40,891 | $148,978-72.6% | $200,582-79.6% | $84,808-51.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 8.51% | 28.16%-19.7pp | 42.33%-33.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $3,648 | $4,815-24.2% | $6,419-43.2% | $2,631+38.7% |
| Participant deferral / active EE | $3,026 | $7,142-57.6% | $9,331-67.6% | $4,212-28.1% |
| Admin fee / account holder | $1,019 | $13,977-92.7% | $16,305-93.8% | $7,344-86.1% |