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 | $44,069 | $148,978-70.4% | $200,582-78.0% | $84,808-48.0% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 35.94% | 28.16%+7.8pp | 42.33%-6.4pp | 40.90%-5.0pp |
| Employer contribution / active EE | $10 | $4,815-99.8% | $6,419-99.8% | $2,631-99.6% |
| Participant deferral / active EE | $10,771 | $7,142+50.8% | $9,331+15.4% | $4,212+155.7% |
| Admin fee / account holder | $2,155 | $13,977-84.6% | $16,305-86.8% | $7,344-70.7% |