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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,736 | $64,919-55.7% | $392,568-92.7% | $65,185-55.9% |
| Participation rate | 86.0% | 72.0%+13.9pp | 78.1%+7.9pp | 70.2%+15.8pp |
| Annual return | 7.98% | 26.09%-18.1pp | 24.42%-16.4pp | 29.38%-21.4pp |
| Employer contribution / active EE | $132 | $2,374-94.4% | $3,783-96.5% | $2,177-93.9% |
| Participant deferral / active EE | $1,428 | $3,668-61.1% | $5,985-76.1% | $3,514-59.4% |
| Admin fee / account holder | $4,489 | $634+608.3% | $6,260-28.3% | $847+430.0% |