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 5-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 | $5,958 | $46,553-87.2% | $64,056-90.7% | $75,163-92.1% |
| Participation rate | 96.8% | 65.9%+30.9pp | 72.3%+24.5pp | 67.2%+29.7pp |
| Annual return | 33.76% | 26.03%+7.7pp | 33.69%+0.1pp | 160.62%-126.9pp |
| Employer contribution / active EE | $273 | $1,974-86.2% | $2,747-90.1% | $2,670-89.8% |
| Participant deferral / active EE | $4,344 | $2,837+53.2% | $3,880+12.0% | $4,125+5.3% |
| Admin fee / account holder | $328 | $2,952-88.9% | $3,068-89.3% | $5,651-94.2% |