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.
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 | $9,439 | $61,214-84.6% | $83,333-88.7% | $56,287-83.2% |
| Participation rate | 76.2% | 72.6%+3.6pp | 77.8%-1.6pp | 69.9%+6.3pp |
| Annual return | -9.21% | 0.42%-9.6pp | 10.63%-19.8pp | -9.96%+0.8pp |
| Employer contribution / active EE | $150 | $1,925-92.2% | $3,379-95.6% | $2,111-92.9% |
| Participant deferral / active EE | $1,583 | $5,091-68.9% | $5,565-71.6% | $3,350-52.8% |
| Admin fee / account holder | $559 | $512+9.3% | $7,510-92.6% | $521+7.3% |