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 | $22,831 | $89,652-74.5% | $141,162-83.8% | $65,185-65.0% |
| Participation rate | 87.0% | 74.7%+12.3pp | 82.5%+4.5pp | 70.2%+16.8pp |
| Annual return | 23.84% | 32.79%-9.0pp | 71.39%-47.6pp | 29.38%-5.5pp |
| Employer contribution / active EE | $531 | $3,065-82.7% | $4,735-88.8% | $2,177-75.6% |
| Participant deferral / active EE | $2,693 | $5,691-52.7% | $6,709-59.9% | $3,514-23.3% |
| Admin fee / account holder | $840 | $569+47.7% | $10,261-91.8% | $847-0.8% |