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 7-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 | $10,369 | $66,124-84.3% | $90,404-88.5% | $73,488-85.9% |
| Participation rate | 79.8% | 69.7%+10.2pp | 72.7%+7.1pp | 70.7%+9.1pp |
| Annual return | 151.44% | 17.65%+133.8pp | 1293.02%-1141.6pp | 28.51%+122.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,882 | $3,039+60.7% | $3,963+23.2% | $3,740+30.6% |
| Admin fee / account holder | $723 | $396+82.6% | $5,611-87.1% | $513+41.0% |