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 | $32,466 | $122,239-73.4% | $184,203-82.4% | $74,495-56.4% |
| Participation rate | 88.3% | 85.5%+2.8pp | 86.8%+1.5pp | 67.2%+21.1pp |
| Annual return | 12.20% | 19.95%-7.7pp | 28.81%-16.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,603 | $4,537-64.7% | $6,427-75.1% | $2,623-38.9% |
| Participant deferral / active EE | $1,153 | $7,139-83.9% | $9,131-87.4% | $4,346-73.5% |
| Admin fee / account holder | $2,231 | $1,260+77.1% | $13,901-84.0% | $1,942+14.9% |