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 6-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 | $18,304 | $215,321-91.5% | $143,757-87.3% | - |
| Participation rate | 98.0% | 60.1%+37.9pp | 80.3%+17.7pp | - |
| Annual return | -17.73% | -15.45%-2.3pp | -0.04%-17.7pp | - |
| Employer contribution / active EE | $1,631 | $1,875-13.0% | $4,951-67.1% | - |
| Participant deferral / active EE | $2,647 | $2,485+6.5% | $5,637-53.0% | - |
| Admin fee / account holder | $1,191 | $36,394-96.7% | $14,673-91.9% | - |