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 9-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 | $8,625 | $98,750-91.3% | $149,696-94.2% | $79,858-89.2% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 20.66% | 27.43%-6.8pp | 276.60%-255.9pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,169 | $3,216-63.6% | $4,644-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $1,705 | $5,680-70.0% | $6,842-75.1% | $3,740-54.4% |
| Admin fee / account holder | $762 | $6,053-87.4% | $9,309-91.8% | $5,306-85.6% |