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 | $5,811 | $86,929-93.3% | $102,423-94.3% | $80,856-92.8% |
| Participation rate | 98.6% | 72.4%+26.3pp | 76.5%+22.1pp | 67.6%+31.0pp |
| Annual return | 8.30% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $429 | $2,369-81.9% | $3,023-85.8% | $2,755-84.4% |
| Participant deferral / active EE | $612 | $4,118-85.1% | $5,053-87.9% | $4,296-85.7% |
| Admin fee / account holder | $1,484 | $8,049-81.6% | $9,451-84.3% | $6,918-78.5% |