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 8-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 | $3,202 | $89,753-96.4% | $107,525-97.0% | $84,808-96.2% |
| Participation rate | 89.3% | 68.1%+21.3pp | 75.1%+14.3pp | 68.3%+21.0pp |
| Annual return | 19.29% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,671 | $4,056-58.8% | $5,116-67.3% | $4,212-60.3% |
| Admin fee / account holder | $422 | $7,222-94.2% | $8,919-95.3% | $7,344-94.3% |