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 6-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 | $8,184 | $72,607-88.7% | $90,749-91.0% | $66,914-87.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.41% | -12.28%-0.1pp | -12.16%-0.2pp | 1.58%-14.0pp |
| Employer contribution / active EE | $942 | $2,369-60.2% | $2,921-67.7% | $2,544-63.0% |
| Participant deferral / active EE | $544 | $3,977-86.3% | $4,564-88.1% | $4,237-87.2% |
| Admin fee / account holder | $1,018 | $707+43.9% | $8,445-87.9% | $593+71.6% |