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 4-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 | $17,616 | $79,944-78.0% | $98,439-82.1% | $75,163-76.6% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | 13.15% | 19.75%-6.6pp | 21.16%-8.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $21 | $2,264-99.1% | $3,048-99.3% | $2,670-99.2% |
| Participant deferral / active EE | $1,395 | $3,752-62.8% | $4,738-70.6% | $4,125-66.2% |
| Admin fee / account holder | $1,479 | $6,840-78.4% | $8,948-83.5% | $5,651-73.8% |