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 | $14,704 | $80,753-81.8% | $136,294-89.2% | $62,292-76.4% |
| Participation rate | 82.5% | 73.5%+9.0pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 60.13% | 35.83%+24.3pp | 5155.94%-5095.8pp | 28.90%+31.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $7,584 | $5,164+46.9% | $6,247+21.4% | $3,169+139.3% |
| Admin fee / account holder | $668 | $525+27.1% | $9,243-92.8% | $479+39.3% |