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.
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 | $37,775 | $70,669-46.5% | $169,368-77.7% | $75,163-49.7% |
| Participation rate | 84.6% | 64.8%+19.8pp | 77.1%+7.5pp | 67.2%+17.4pp |
| Annual return | 6.31% | 36.36%-30.0pp | 405.60%-399.3pp | 160.62%-154.3pp |
| Employer contribution / active EE | $299 | $2,211-86.5% | $4,013-92.6% | $2,670-88.8% |
| Participant deferral / active EE | $995 | $4,311-76.9% | $6,221-84.0% | $4,125-75.9% |
| Admin fee / account holder | $427 | $5,402-92.1% | $9,003-95.3% | $5,651-92.4% |