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.
Employer 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 | $28,185 | $295,344-90.5% | $169,463-83.4% | - |
| Participation rate | 92.9% | 68.3%+24.6pp | 77.8%+15.1pp | - |
| Annual return | -5.19% | -3.68%-1.5pp | 1.83%-7.0pp | - |
| Employer contribution / active EE | $1,125 | $1,621-30.6% | $4,159-73.0% | - |
| Participant deferral / active EE | $1,561 | $3,919-60.2% | $5,277-70.4% | - |
| Admin fee / account holder | $2,014 | $18,915-89.4% | $9,109-77.9% | - |