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 6-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 | $17,516 | $136,307-87.1% | $177,821-90.1% | $73,488-76.2% |
| Participation rate | 90.2% | 86.1%+4.1pp | 87.7%+2.5pp | 70.7%+19.6pp |
| Annual return | 148.67% | 18.68%+130.0pp | 48.32%+100.4pp | 28.51%+120.2pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,984 | $5,829+2.7% | $7,714-22.4% | $3,740+60.0% |
| Admin fee / account holder | $2,018 | $596+238.9% | $12,427-83.8% | $513+293.4% |