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 | $6,610 | $76,670-91.4% | $96,683-93.2% | $71,457-90.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.38% | 48.29%-28.9pp | 35.69%-16.3pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,248 | $3,031-58.8% | $3,737-66.6% | $2,588-51.8% |
| Participant deferral / active EE | $811 | $3,771-78.5% | $4,878-83.4% | $4,289-81.1% |
| Admin fee / account holder | $858 | $2,028-57.7% | $6,730-87.2% | $1,587-45.9% |