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 | $29,533 | $96,484-69.4% | $156,263-81.1% | $74,304-60.3% |
| Participation rate | 87.1% | 67.7%+19.5pp | 78.9%+8.2pp | 60.3%+26.8pp |
| Annual return | 14.23% | 17.73%-3.5pp | 59.47%-45.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $198 | $2,528-92.2% | $4,333-95.4% | $2,241-91.2% |
| Participant deferral / active EE | $2,992 | $4,286-30.2% | $6,158-51.4% | $3,767-20.6% |
| Admin fee / account holder | $1,358 | $3,728-63.6% | $14,255-90.5% | $2,969-54.2% |