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 3-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 | $9,865 | $101,499-90.3% | $147,005-93.3% | $74,546-86.8% |
| Participation rate | 77.8% | 75.5%+2.2pp | 82.2%-4.4pp | 67.2%+10.6pp |
| Annual return | 99.16% | 8732.34%-8633.2pp | 418.76%-319.6pp | 1366.03%-1266.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,934 | $7,304-59.8% | $8,070-63.6% | $4,347-32.5% |
| Admin fee / account holder | $1,700 | $1,748-2.7% | $13,006-86.9% | $1,944-12.5% |