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 8-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 | $4,000 | $73,867-94.6% | $143,757-97.2% | $68,494-94.2% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -14.01% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $390 | $3,184-87.8% | $4,951-92.1% | $2,596-85.0% |
| Participant deferral / active EE | $80 | $3,384-97.6% | $5,637-98.6% | $4,027-98.0% |
| Admin fee / account holder | $933 | $5,755-83.8% | $14,673-93.6% | $5,403-82.7% |