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 | $12,075 | $81,460-85.2% | $103,333-88.3% | $80,856-85.1% |
| Participation rate | 89.4% | 66.8%+22.5pp | 74.5%+14.9pp | 67.6%+21.7pp |
| Annual return | 12.79% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,840 | $3,105-40.7% | $3,868-52.4% | $2,755-33.2% |
| Participant deferral / active EE | $810 | $3,869-79.1% | $5,057-84.0% | $4,296-81.1% |
| Admin fee / account holder | $841 | $6,566-87.2% | $8,355-89.9% | $6,918-87.8% |