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.
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 | $36,431 | $75,923-52.0% | $102,423-64.4% | - |
| Participation rate | 97.0% | 71.4%+25.6pp | 76.5%+20.5pp | - |
| Annual return | 10.81% | 15.12%-4.3pp | 29.32%-18.5pp | - |
| Employer contribution / active EE | $623 | $2,206-71.7% | $3,023-79.4% | - |
| Participant deferral / active EE | $2,890 | $4,258-32.1% | $5,053-42.8% | - |
| Admin fee / account holder | $1,870 | $11,449-83.7% | $9,451-80.2% | - |