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 | $14,065 | $88,087-84.0% | $164,866-91.5% | $74,546-81.1% |
| Participation rate | 80.5% | 73.1%+7.5pp | 78.6%+1.9pp | 67.2%+13.3pp |
| Annual return | 25.54% | 17.27%+8.3pp | 69.97%-44.4pp | 1366.03%-1340.5pp |
| Employer contribution / active EE | $41 | $2,595-98.4% | $4,343-99.1% | $2,624-98.4% |
| Participant deferral / active EE | $3,032 | $4,499-32.6% | $6,033-49.7% | $4,347-30.2% |
| Admin fee / account holder | $386 | $2,232-82.7% | $12,689-97.0% | $1,944-80.1% |