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 5-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 | $12,024 | $100,923-88.1% | $150,045-92.0% | $74,304-83.8% |
| Participation rate | 87.9% | 70.1%+17.9pp | 82.3%+5.6pp | 60.3%+27.6pp |
| Annual return | 409.69% | 51.77%+357.9pp | 62.55%+347.1pp | 29.43%+380.3pp |
| Employer contribution / active EE | $1,224 | $3,463-64.6% | $4,693-73.9% | $2,241-45.4% |
| Participant deferral / active EE | $1,715 | $6,709-74.4% | $7,997-78.6% | $3,767-54.5% |
| Admin fee / account holder | $315 | $2,767-88.6% | $13,435-97.7% | $2,969-89.4% |