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 | $7,010 | $79,171-91.1% | $102,423-93.2% | $74,495-90.6% |
| Participation rate | 90.0% | 74.8%+15.2pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 9.51% | 54.93%-45.4pp | 29.32%-19.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $314 | $2,362-86.7% | $3,023-89.6% | $2,623-88.0% |
| Participant deferral / active EE | $1,802 | $4,415-59.2% | $5,053-64.3% | $4,346-58.5% |
| Admin fee / account holder | $2,357 | $2,001+17.8% | $9,451-75.1% | $1,942+21.4% |