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 | $9,594 | $287,456-96.7% | $170,442-94.4% | - |
| Participation rate | 98.0% | 60.6%+37.4pp | 83.6%+14.4pp | - |
| Annual return | 23.37% | 6.08%+17.3pp | 205.93%-182.6pp | - |
| Employer contribution / active EE | $1,315 | $2,242-41.4% | $5,433-75.8% | - |
| Participant deferral / active EE | $2,636 | $2,113+24.7% | $4,939-46.6% | - |
| Admin fee / account holder | $441 | $39,812-98.9% | $13,880-96.8% | - |