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 8-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 | $19,406 | $88,360-78.0% | $145,433-86.7% | $67,986-71.5% |
| Participation rate | 79.4% | 65.5%+13.9pp | 82.1%-2.7pp | 57.2%+22.2pp |
| Annual return | 30.67% | 63.15%-32.5pp | 66.58%-35.9pp | 31.67%-1.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,256 | $5,932-28.2% | $7,897-46.1% | $3,358+26.7% |
| Admin fee / account holder | $1,752 | $3,313-47.1% | $13,129-86.7% | $3,203-45.3% |