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 8-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 | $11,191 | $71,883-84.4% | $86,677-87.1% | $68,494-83.7% |
| Participation rate | 94.8% | 72.2%+22.6pp | 76.6%+18.2pp | 67.9%+26.9pp |
| Annual return | -12.28% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,865 | $3,779+134.6% | $4,656+90.4% | $4,027+120.1% |
| Admin fee / account holder | $1,739 | $6,112-71.6% | $7,493-76.8% | $5,403-67.8% |