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 | $51,686 | $148,978-65.3% | $200,582-74.2% | $84,808-39.1% |
| Participation rate | 91.0% | 84.2%+6.8pp | 86.9%+4.2pp | 68.3%+22.7pp |
| Annual return | 11.37% | 28.16%-16.8pp | 42.33%-31.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $957 | $4,815-80.1% | $6,419-85.1% | $2,631-63.6% |
| Participant deferral / active EE | $2,295 | $7,142-67.9% | $9,331-75.4% | $4,212-45.5% |
| Admin fee / account holder | $4,729 | $13,977-66.2% | $16,305-71.0% | $7,344-35.6% |