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 6-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 | $2,368 | $104,475-97.7% | $159,436-98.5% | $79,386-97.0% |
| Participation rate | 80.4% | 76.6%+3.8pp | 82.8%-2.4pp | 70.7%+9.7pp |
| Annual return | 128.03% | 67.95%+60.1pp | 263.57%-135.5pp | 116.85%+11.2pp |
| Employer contribution / active EE | $54 | $3,417-98.4% | $4,829-98.9% | $2,427-97.8% |
| Participant deferral / active EE | $1,620 | $6,467-75.0% | $7,352-78.0% | $4,046-60.0% |
| Admin fee / account holder | $672 | $711-5.6% | $10,799-93.8% | $626+7.2% |