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 5-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.)
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 | $209,601 | $209,6010% | $359,360-41.7% | $209,6010% |
| Participation rate | 90.9% | 45.5%+45.5pp | 86.3%+4.6pp | 45.5%+45.5pp |
| Annual return | 28.01% | 5.53%+22.5pp | -10.75%+38.8pp | 5.53%+22.5pp |
| Employer contribution / active EE | $239 | $23,181-99.0% | $18,485-98.7% | $23,181-99.0% |
| Participant deferral / active EE | $0 | $0 | $8,159-100.0% | $0 |
| Admin fee / account holder | $16,581 | $16,5810% | $9,603+72.7% | $16,5810% |