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 | $19,651 | $84,487-76.7% | $125,339-84.3% | $66,914-70.6% |
| Participation rate | 79.8% | 76.4%+3.4pp | 82.4%-2.6pp | 69.8%+10.0pp |
| Annual return | -16.12% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $693 | $3,553-80.5% | $4,814-85.6% | $2,544-72.8% |
| Participant deferral / active EE | $5,324 | $6,781-21.5% | $7,446-28.5% | $4,237+25.7% |
| Admin fee / account holder | $1,452 | $685+112.0% | $10,010-85.5% | $593+144.8% |