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.
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 | $37,063 | $138,347-73.2% | $184,203-79.9% | $80,856-54.2% |
| Participation rate | 98.9% | 83.9%+15.1pp | 86.8%+12.1pp | 67.6%+31.3pp |
| Annual return | 5.29% | 20.02%-14.7pp | 28.81%-23.5pp | 35.59%-30.3pp |
| Employer contribution / active EE | $1,292 | $4,850-73.4% | $6,427-79.9% | $2,755-53.1% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,046 | $10,483-90.0% | $13,901-92.5% | $6,918-84.9% |