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 | $6,969 | $59,054-88.2% | $97,226-92.8% | $77,643-91.0% |
| Participation rate | 82.6% | 67.9%+14.7pp | 72.7%+9.9pp | 70.6%+12.0pp |
| Annual return | 147.82% | 16.96%+130.9pp | 75.13%+72.7pp | 31.24%+116.6pp |
| Employer contribution / active EE | $57 | $1,742-96.7% | $2,729-97.9% | $2,726-97.9% |
| Participant deferral / active EE | $315 | $3,930-92.0% | $4,264-92.6% | $4,647-93.2% |
| Admin fee / account holder | $444 | $346+28.2% | $5,654-92.1% | $430+3.1% |