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 8-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 | $7,434 | $54,701-86.4% | $86,188-91.4% | $71,457-89.6% |
| Participation rate | 80.3% | 60.1%+20.2pp | 69.0%+11.4pp | 67.9%+12.4pp |
| Annual return | 12.62% | 20.06%-7.4pp | 1168.45%-1155.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $136 | $1,265-89.2% | $2,380-94.3% | $2,588-94.7% |
| Participant deferral / active EE | $1,048 | $3,108-66.3% | $3,985-73.7% | $4,289-75.6% |
| Admin fee / account holder | $2,191 | $1,922+14.0% | $6,852-68.0% | $1,587+38.0% |