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 | $17,764 | $104,475-83.0% | $159,436-88.9% | $79,386-77.6% |
| Participation rate | 90.8% | 76.6%+14.2pp | 82.8%+8.0pp | 70.7%+20.1pp |
| Annual return | 45.28% | 67.95%-22.7pp | 263.57%-218.3pp | 116.85%-71.6pp |
| Employer contribution / active EE | $37 | $3,417-98.9% | $4,829-99.2% | $2,427-98.5% |
| Participant deferral / active EE | $7,400 | $6,467+14.4% | $7,352+0.7% | $4,046+82.9% |
| Admin fee / account holder | $5,235 | $711+636.2% | $10,799-51.5% | $626+735.7% |