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 3-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 | $10,781 | $101,317-89.4% | $146,958-92.7% | $74,495-85.5% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 144.05% | 8730.91%-8586.9pp | 418.34%-274.3pp | 1364.94%-1220.9pp |
| Employer contribution / active EE | $1,345 | $3,810-64.7% | $4,933-72.7% | $2,623-48.7% |
| Participant deferral / active EE | $2,665 | $7,303-63.5% | $8,070-67.0% | $4,346-38.7% |
| Admin fee / account holder | $375 | $1,739-78.4% | $12,998-97.1% | $1,942-80.7% |