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 | $88,672-96.4% | $105,223-97.0% | $82,448-96.1% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.3pp | 68.1%+21.3pp |
| Annual return | 19.29% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,671 | $4,036-58.6% | $5,072-67.1% | $4,139-59.6% |
| Admin fee / account holder | $422 | $7,146-94.1% | $8,859-95.2% | $7,234-94.2% |