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 | $3,493 | $57,016-93.9% | $84,966-95.9% | $80,856-95.7% |
| Participation rate | 87.5% | 56.3%+31.2pp | 67.5%+20.0pp | 67.6%+19.9pp |
| Annual return | 12.32% | 21.66%-9.3pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $24 | $1,798-98.7% | $2,727-99.1% | $2,755-99.1% |
| Participant deferral / active EE | $873 | $3,110-71.9% | $4,519-80.7% | $4,296-79.7% |
| Admin fee / account holder | $462 | $4,980-90.7% | $6,149-92.5% | $6,918-93.3% |