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 | $20,819 | $110,483-81.2% | $145,433-85.7% | $79,634-73.9% |
| Participation rate | 82.9% | 71.1%+11.8pp | 82.1%+0.8pp | 62.5%+20.4pp |
| Annual return | 149.07% | 24.62%+124.4pp | 66.58%+82.5pp | 36.46%+112.6pp |
| Employer contribution / active EE | $6 | $4,053-99.9% | $4,554-99.9% | $2,529-99.8% |
| Participant deferral / active EE | $8,632 | $7,216+19.6% | $7,897+9.3% | $3,835+125.1% |
| Admin fee / account holder | $1,038 | $680+52.6% | $13,129-92.1% | $1,002+3.6% |