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 | $10,932 | $84,936-87.1% | $111,297-90.2% | $79,386-86.2% |
| Participation rate | 97.0% | 75.9%+21.1pp | 77.3%+19.7pp | 70.7%+26.3pp |
| Annual return | 11.40% | 17.45%-6.1pp | 54.65%-43.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $261 | $1,979-86.8% | $2,731-90.5% | $2,427-89.3% |
| Participant deferral / active EE | $1,538 | $3,888-60.4% | $4,487-65.7% | $4,046-62.0% |
| Admin fee / account holder | $2,319 | $537+331.8% | $7,964-70.9% | $626+270.2% |