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 9-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 | $14,604 | $104,475-86.0% | $159,436-90.8% | $79,386-81.6% |
| Participation rate | 73.8% | 76.6%-2.8pp | 82.8%-9.0pp | 70.7%+3.1pp |
| Annual return | 34.91% | 67.95%-33.0pp | 263.57%-228.7pp | 116.85%-81.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,019 | $6,467-37.9% | $7,352-45.3% | $4,046-0.7% |
| Admin fee / account holder | $1,566 | $711+120.3% | $10,799-85.5% | $626+150.0% |