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 | $8,964 | $197,941-95.5% | $100,534-91.1% | $85,563-89.5% |
| Participation rate | 79.2% | 83.8%-4.6pp | 80.6%-1.4pp | 66.0%+13.2pp |
| Annual return | 101.32% | 21.00%+80.3pp | 32.66%+68.7pp | 31.51%+69.8pp |
| Employer contribution / active EE | $0 | $7,157-100.0% | $4,346-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,136 | $9,061-54.4% | $6,144-32.7% | $4,375-5.5% |
| Admin fee / account holder | $367 | $1,158-68.3% | $7,654-95.2% | $834-56.0% |