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 | $13,118 | $95,803-86.3% | $113,168-88.4% | $84,808-84.5% |
| Participation rate | 74.3% | 72.9%+1.5pp | 76.6%-2.2pp | 68.3%+6.0pp |
| Annual return | 13.39% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $53 | $2,360-97.7% | $2,975-98.2% | $2,631-98.0% |
| Participant deferral / active EE | $1,123 | $4,242-73.5% | $5,107-78.0% | $4,212-73.3% |
| Admin fee / account holder | $986 | $8,989-89.0% | $12,068-91.8% | $7,344-86.6% |