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 | $7,484 | $72,277-89.6% | $101,248-92.6% | $79,858-90.6% |
| Participation rate | 93.6% | 68.5%+25.2pp | 75.8%+17.8pp | 69.6%+24.0pp |
| Annual return | 12.33% | 22.30%-10.0pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,693 | $2,692-37.1% | $3,660-53.7% | $2,471-31.5% |
| Participant deferral / active EE | $911 | $3,282-72.2% | $4,370-79.2% | $3,740-75.6% |
| Admin fee / account holder | $2,251 | $4,400-48.8% | $5,945-62.1% | $5,306-57.6% |