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 | $2,895 | $89,355-96.8% | $141,162-97.9% | $72,985-96.0% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 26.50% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,643 | $3,114-47.2% | $4,735-65.3% | $2,440-32.7% |
| Participant deferral / active EE | $507 | $5,418-90.6% | $6,709-92.4% | $3,607-85.9% |
| Admin fee / account holder | $654 | $5,958-89.0% | $10,261-93.6% | $5,124-87.2% |