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 | $100,923-80.8% | $150,045-87.1% | $74,304-73.9% |
| Participation rate | 79.4% | 70.1%+9.3pp | 82.3%-2.9pp | 60.3%+19.1pp |
| Annual return | 30.67% | 51.77%-21.1pp | 62.55%-31.9pp | 29.43%+1.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,256 | $6,709-36.6% | $7,997-46.8% | $3,767+13.0% |
| Admin fee / account holder | $1,752 | $2,767-36.7% | $13,435-87.0% | $2,969-41.0% |