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 | $26,943 | $73,638-63.4% | $108,410-75.1% | $79,386-66.1% |
| Participation rate | 88.6% | 77.4%+11.2pp | 80.1%+8.5pp | 70.7%+17.9pp |
| Annual return | 72.63% | 33.27%+39.4pp | 905.27%-832.6pp | 116.85%-44.2pp |
| Employer contribution / active EE | $1 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,891 | $6,218+59.1% | $6,563+50.7% | $4,046+144.5% |
| Admin fee / account holder | $2,154 | $638+237.5% | $7,295-70.5% | $626+243.8% |