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 | $2,243 | $46,674-95.2% | $117,472-98.1% | $68,494-96.7% |
| Participation rate | 88.5% | 56.8%+31.7pp | 70.6%+17.9pp | 67.9%+20.6pp |
| Annual return | -10.12% | -14.52%+4.4pp | 29.74%-39.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,635 | $2,636-38.0% | $4,070-59.8% | $4,027-59.4% |
| Admin fee / account holder | $819 | $4,020-79.6% | $5,645-85.5% | $5,403-84.8% |