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 | $10,533 | $64,707-83.7% | $112,228-90.6% | $68,494-84.6% |
| Participation rate | 91.9% | 67.2%+24.7pp | 75.1%+16.8pp | 67.9%+24.0pp |
| Annual return | -16.82% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $316 | $2,746-88.5% | $3,635-91.3% | $2,596-87.8% |
| Participant deferral / active EE | $1,073 | $3,565-69.9% | $4,728-77.3% | $4,027-73.4% |
| Admin fee / account holder | $2,974 | $5,232-43.2% | $6,410-53.6% | $5,403-45.0% |