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 9-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 | $12,800 | $44,873-71.5% | $79,464-83.9% | $56,287-77.3% |
| Participation rate | 78.4% | 68.7%+9.6pp | 73.3%+5.0pp | 69.9%+8.5pp |
| Annual return | -6.19% | 0.81%-7.0pp | 718.14%-724.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $69 | $2,140-96.8% | $2,800-97.5% | $2,111-96.7% |
| Participant deferral / active EE | $145 | $2,746-94.7% | $3,704-96.1% | $3,350-95.7% |
| Admin fee / account holder | $535 | $418+27.9% | $5,113-89.5% | $521+2.8% |