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 3-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.
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 | $4,897 | $57,590-91.5% | $86,233-94.3% | $82,448-94.1% |
| Participation rate | 84.4% | 57.9%+26.5pp | 69.0%+15.4pp | 68.1%+16.3pp |
| Annual return | 23.97% | 22.41%+1.6pp | 61.39%-37.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,978 | $3,080-3.3% | $4,559-34.7% | $4,139-28.1% |
| Admin fee / account holder | $381 | $4,730-91.9% | $8,342-95.4% | $7,234-94.7% |