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.
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 | $12,604 | $122,239-89.7% | $184,203-93.2% | $74,495-83.1% |
| Participation rate | 70.5% | 85.5%-15.0pp | 86.8%-16.3pp | 67.2%+3.3pp |
| Annual return | 62.14% | 19.95%+42.2pp | 28.81%+33.3pp | 1364.94%-1302.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,629 | $7,139-63.2% | $9,131-71.2% | $4,346-39.5% |
| Admin fee / account holder | $563 | $1,260-55.3% | $13,901-95.9% | $1,942-71.0% |