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.
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 | $24,476 | $73,638-66.8% | $108,410-77.4% | $79,386-69.2% |
| Participation rate | 84.0% | 77.4%+6.6pp | 80.1%+3.9pp | 70.7%+13.3pp |
| Annual return | 125.72% | 33.27%+92.5pp | 905.27%-779.6pp | 116.85%+8.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $7,647 | $6,218+23.0% | $6,563+16.5% | $4,046+89.0% |
| Admin fee / account holder | $2,805 | $638+339.5% | $7,295-61.6% | $626+347.7% |