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.)
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 | $6,299 | $62,127-89.9% | $81,382-92.3% | $74,495-91.5% |
| Participation rate | 96.3% | 64.0%+32.2pp | 69.5%+26.8pp | 67.2%+29.1pp |
| Annual return | 11.30% | 16.48%-5.2pp | 24.73%-13.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $505 | $1,882-73.2% | $2,463-79.5% | $2,623-80.7% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $693 | $1,934-64.2% | $5,768-88.0% | $1,942-64.3% |