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 | $21,814 | $132,049-83.5% | $200,582-89.1% | $74,304-70.6% |
| Participation rate | 88.8% | 84.1%+4.7pp | 86.9%+1.9pp | 60.3%+28.4pp |
| Annual return | 18.75% | 22.22%-3.5pp | 42.33%-23.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,173 | $4,558-74.3% | $6,419-81.7% | $2,241-47.6% |
| Participant deferral / active EE | $1,835 | $7,213-74.6% | $9,331-80.3% | $3,767-51.3% |
| Admin fee / account holder | $408 | $2,405-83.0% | $16,305-97.5% | $2,969-86.3% |