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 6-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 | $12,012 | $76,670-84.3% | $96,683-87.6% | $71,457-83.2% |
| Participation rate | 85.0% | 66.6%+18.4pp | 74.3%+10.7pp | 67.9%+17.1pp |
| Annual return | 20.27% | 48.29%-28.0pp | 35.69%-15.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,240 | $3,771-40.6% | $4,878-54.1% | $4,289-47.8% |
| Admin fee / account holder | $607 | $2,028-70.1% | $6,730-91.0% | $1,587-61.7% |