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 7-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 | $2,799 | $95,803-97.1% | $113,168-97.5% | $84,808-96.7% |
| Participation rate | 96.1% | 72.9%+23.2pp | 76.6%+19.5pp | 68.3%+27.8pp |
| Annual return | 20.05% | 25.00%-5.0pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,075 | $2,360-54.5% | $2,975-63.9% | $2,631-59.1% |
| Participant deferral / active EE | $1,910 | $4,242-55.0% | $5,107-62.6% | $4,212-54.6% |
| Admin fee / account holder | $613 | $8,989-93.2% | $12,068-94.9% | $7,344-91.7% |