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 5-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 | $5,544 | $109,881-95.0% | $150,045-96.3% | $84,808-93.5% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 15.15% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $710 | $3,561-80.1% | $4,693-84.9% | $2,631-73.0% |
| Participant deferral / active EE | $1,477 | $6,636-77.7% | $7,997-81.5% | $4,212-64.9% |
| Admin fee / account holder | $1,322 | $8,568-84.6% | $13,435-90.2% | $7,344-82.0% |