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 | $25,209 | $86,944-71.0% | $107,525-76.6% | $74,304-66.1% |
| Participation rate | 92.0% | 59.6%+32.5pp | 75.1%+17.0pp | 60.3%+31.7pp |
| Annual return | 17.88% | 23.52%-5.6pp | 181.32%-163.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $473 | $2,757-82.9% | $3,754-87.4% | $2,241-78.9% |
| Participant deferral / active EE | $3,491 | $3,554-1.8% | $5,116-31.8% | $3,767-7.3% |
| Admin fee / account holder | $2,020 | $3,727-45.8% | $8,919-77.4% | $2,969-32.0% |