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 | $11,263 | $80,753-86.1% | $136,294-91.7% | $62,292-81.9% |
| Participation rate | 92.2% | 73.5%+18.7pp | 81.9%+10.3pp | 69.5%+22.7pp |
| Annual return | 217.96% | 35.83%+182.1pp | 5155.94%-4938.0pp | 28.90%+189.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,936 | $5,164+34.3% | $6,247+11.0% | $3,169+118.9% |
| Admin fee / account holder | $708 | $525+34.7% | $9,243-92.3% | $479+47.6% |