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 3-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 | $17,473 | $77,503-77.5% | $100,391-82.6% | $80,856-78.4% |
| Participation rate | 88.4% | 76.9%+11.5pp | 81.5%+6.9pp | 67.6%+20.8pp |
| Annual return | 31.74% | 37.20%-5.5pp | 49.20%-17.5pp | 35.59%-3.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,271 | $6,820+21.3% | $8,082+2.3% | $4,296+92.5% |
| Admin fee / account holder | $4,481 | $5,897-24.0% | $7,899-43.3% | $6,918-35.2% |