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.
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 | $13,613 | $84,487-83.9% | $125,339-89.1% | $66,914-79.7% |
| Participation rate | 91.2% | 76.4%+14.8pp | 82.4%+8.9pp | 69.8%+21.4pp |
| Annual return | 29.45% | -8.39%+37.8pp | 572.05%-542.6pp | 1.58%+27.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,699 | $6,781+28.3% | $7,446+16.8% | $4,237+105.3% |
| Admin fee / account holder | $1,223 | $685+78.5% | $10,010-87.8% | $593+106.2% |