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 4-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 | $11,708 | $86,655-86.5% | $119,609-90.2% | $66,914-82.5% |
| Participation rate | 79.1% | 75.6%+3.6pp | 79.3%-0.1pp | 69.8%+9.3pp |
| Annual return | 86.74% | -8.00%+94.7pp | -14.97%+101.7pp | 1.58%+85.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,162 | $4,358+64.3% | $5,602+27.8% | $4,237+69.0% |
| Admin fee / account holder | $403 | $755-46.6% | $10,323-96.1% | $593-32.0% |