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 5-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.
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 | $5,035 | $110,094-95.4% | $151,611-96.7% | $68,494-92.6% |
| Participation rate | 70.3% | 84.0%-13.7pp | 87.5%-17.2pp | 67.9%+2.4pp |
| Annual return | -20.75% | -10.12%-10.6pp | 3.33%-24.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,676 | $6,527-59.0% | $8,363-68.0% | $4,027-33.6% |
| Admin fee / account holder | $881 | $7,719-88.6% | $11,616-92.4% | $5,403-83.7% |