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 | $25,615 | $101,317-74.7% | $146,958-82.6% | $74,495-65.6% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-7.0pp | 67.2%+8.0pp |
| Annual return | 21.27% | 8730.91%-8709.6pp | 418.34%-397.1pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $911 | $3,810-76.1% | $4,933-81.5% | $2,623-65.3% |
| Participant deferral / active EE | $2,442 | $7,303-66.6% | $8,070-69.7% | $4,346-43.8% |
| Admin fee / account holder | $4,576 | $1,739+163.2% | $12,998-64.8% | $1,942+135.7% |