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 | $6,172 | $52,467-88.2% | $57,179-89.2% | $55,167-88.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 4.76% | 7.72%-3.0pp | 14.59%-9.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $354 | $2,477-85.7% | $2,682-86.8% | $1,963-81.9% |
| Participant deferral / active EE | $325 | $2,830-88.5% | $3,096-89.5% | $3,054-89.4% |
| Admin fee / account holder | $3,198 | $269+1088.7% | $3,139+1.9% | $504+534.7% |