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 | $13,056 | $91,538-85.7% | $129,995-90.0% | $75,163-82.6% |
| Participation rate | 91.9% | 71.4%+20.5pp | 78.5%+13.4pp | 67.2%+24.7pp |
| Annual return | 28.13% | -631.11%+659.2pp | -137.18%+165.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $300 | $2,845-89.4% | $4,320-93.1% | $2,670-88.8% |
| Participant deferral / active EE | $790 | $4,341-81.8% | $5,820-86.4% | $4,125-80.9% |
| Admin fee / account holder | $3,405 | $6,790-49.8% | $10,614-67.9% | $5,651-39.7% |