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 | $4,941 | $98,750-95.0% | $149,696-96.7% | $79,858-93.8% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.7pp |
| Annual return | 11.92% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $532 | $3,216-83.4% | $4,644-88.5% | $2,471-78.5% |
| Participant deferral / active EE | $2,059 | $5,680-63.7% | $6,842-69.9% | $3,740-44.9% |
| Admin fee / account holder | $1,468 | $6,053-75.7% | $9,309-84.2% | $5,306-72.3% |