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 | $23,043 | $76,670-69.9% | $96,683-76.2% | $71,457-67.8% |
| Participation rate | 87.8% | 66.6%+21.3pp | 74.3%+13.5pp | 67.9%+19.9pp |
| Annual return | 14.79% | 48.29%-33.5pp | 35.69%-20.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $752 | $3,031-75.2% | $3,737-79.9% | $2,588-70.9% |
| Participant deferral / active EE | $2,280 | $3,771-39.6% | $4,878-53.3% | $4,289-46.8% |
| Admin fee / account holder | $615 | $2,028-69.7% | $6,730-90.9% | $1,587-61.2% |