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 | $43,912 | $69,477-36.8% | $94,646-53.6% | $71,457-38.5% |
| Participation rate | 71.5% | 78.4%-6.9pp | 80.8%-9.3pp | 67.9%+3.6pp |
| Annual return | 14.91% | 29.66%-14.8pp | 156.71%-141.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,503 | $7,345-79.5% | $7,418-79.7% | $4,289-64.9% |
| Admin fee / account holder | $3,985 | $1,210+229.4% | $7,231-44.9% | $1,587+151.1% |