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 6-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 | $2,584 | $61,272-95.8% | $149,673-98.3% | $71,457-96.4% |
| Participation rate | 87.5% | 62.5%+25.0pp | 78.8%+8.7pp | 67.9%+19.6pp |
| Annual return | 20.72% | 35.85%-15.1pp | 134.42%-113.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,117 | $2,917-61.7% | $5,680-80.3% | $4,289-74.0% |
| Admin fee / account holder | $503 | $1,261-60.1% | $13,210-96.2% | $1,587-68.3% |