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 | $13,966 | $58,320-76.1% | $86,436-83.8% | $66,914-79.1% |
| Participation rate | 81.1% | 78.6%+2.5pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | 3.22% | -9.71%+12.9pp | 4394.89%-4391.7pp | 1.58%+1.6pp |
| Employer contribution / active EE | $616 | $2,615-76.4% | $3,769-83.7% | $2,544-75.8% |
| Participant deferral / active EE | $8,624 | $6,899+25.0% | $6,952+24.1% | $4,237+103.5% |
| Admin fee / account holder | $1,501 | $546+175.0% | $6,731-77.7% | $593+153.0% |