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 | $6,686 | $51,708-87.1% | $106,619-93.7% | $62,891-89.4% |
| Participation rate | 94.9% | 66.9%+28.1pp | 78.0%+16.9pp | 69.3%+25.6pp |
| Annual return | 5.89% | 4.69%+1.2pp | 9.42%-3.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $76 | $1,764-95.7% | $3,947-98.1% | $2,281-96.7% |
| Participant deferral / active EE | $755 | $2,315-67.4% | $3,930-80.8% | $3,203-76.4% |
| Admin fee / account holder | $818 | $3,349-75.6% | $6,418-87.3% | $4,296-81.0% |