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 | $26,680 | $85,515-68.8% | $112,040-76.2% | $67,986-60.8% |
| Participation rate | 70.1% | 68.2%+1.9pp | 76.5%-6.4pp | 57.2%+12.9pp |
| Annual return | 4.03% | 29.68%-25.6pp | 24.52%-20.5pp | 31.67%-27.6pp |
| Employer contribution / active EE | $55 | $2,191-97.5% | $2,954-98.1% | $2,019-97.3% |
| Participant deferral / active EE | $1,471 | $4,014-63.4% | $5,098-71.1% | $3,358-56.2% |
| Admin fee / account holder | $5,833 | $3,774+54.6% | $12,098-51.8% | $3,203+82.1% |