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 | $4,897 | $77,660-93.7% | $109,143-95.5% | $79,386-93.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | -0.46% | 23.44%-23.9pp | 25.75%-26.2pp | 116.85%-117.3pp |
| Employer contribution / active EE | $801 | $2,797-71.4% | $3,722-78.5% | $2,427-67.0% |
| Participant deferral / active EE | $485 | $3,518-86.2% | $4,653-89.6% | $4,046-88.0% |
| Admin fee / account holder | $1,975 | $732+169.8% | $6,752-70.7% | $626+215.3% |