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 | $18,378 | $99,957-81.6% | $149,696-87.7% | $73,488-75.0% |
| Participation rate | 88.7% | 75.7%+13.0pp | 82.5%+6.2pp | 70.7%+18.0pp |
| Annual return | 64.64% | 53.87%+10.8pp | 276.60%-212.0pp | 28.51%+36.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,727 | $6,073+10.8% | $6,842-1.7% | $3,740+79.9% |
| Admin fee / account holder | $574 | $551+4.3% | $9,309-93.8% | $513+12.0% |