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 | $27,088 | $99,985-72.9% | $146,665-81.5% | $85,850-68.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.73% | 18.93%-3.2pp | 22.74%-7.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $3,216 | $2,559+25.7% | $4,136-22.3% | $2,565+25.4% |
| Participant deferral / active EE | $1,626 | $4,006-59.4% | $5,506-70.5% | $3,952-58.8% |
| Admin fee / account holder | $832 | $7,702-89.2% | $10,280-91.9% | $6,260-86.7% |