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 | $13,393 | $63,924-79.0% | $108,579-87.7% | $55,167-75.7% |
| Participation rate | 93.2% | 74.3%+18.9pp | 79.6%+13.7pp | 69.0%+24.2pp |
| Annual return | 6.50% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $456 | $1,879-75.7% | $3,758-87.9% | $1,963-76.8% |
| Participant deferral / active EE | $1,337 | $3,067-56.4% | $4,311-69.0% | $3,054-56.2% |
| Admin fee / account holder | $1,277 | $618+106.7% | $7,645-83.3% | $504+153.4% |