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 4-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 | $5,210 | $93,571-94.4% | $135,903-96.2% | $75,163-93.1% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 33.44% | 30.90%+2.5pp | 68.23%-34.8pp | 160.62%-127.2pp |
| Employer contribution / active EE | $1,559 | $3,537-55.9% | $4,856-67.9% | $2,670-41.6% |
| Participant deferral / active EE | $2,261 | $6,404-64.7% | $7,758-70.9% | $4,125-45.2% |
| Admin fee / account holder | $345 | $6,975-95.1% | $10,762-96.8% | $5,651-93.9% |