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 | $25,836 | $66,813-61.3% | $100,516-74.3% | $73,488-64.8% |
| Participation rate | 80.2% | 77.5%+2.7pp | 79.4%+0.8pp | 70.7%+9.5pp |
| Annual return | 21.82% | 25.70%-3.9pp | 30.89%-9.1pp | 28.51%-6.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,018 | $5,883+36.3% | $6,270+27.9% | $3,740+114.4% |
| Admin fee / account holder | $5,554 | $512+984.6% | $8,081-31.3% | $513+982.5% |