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 | $88,083-84.0% | $164,813-91.5% | $74,495-81.1% |
| Participation rate | 80.5% | 73.0%+7.5pp | 78.6%+1.9pp | 67.2%+13.3pp |
| Annual return | 25.54% | 17.26%+8.3pp | 69.93%-44.4pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $41 | $2,593-98.4% | $4,341-99.1% | $2,623-98.4% |
| Participant deferral / active EE | $3,032 | $4,498-32.6% | $6,031-49.7% | $4,346-30.2% |
| Admin fee / account holder | $386 | $2,234-82.7% | $12,690-97.0% | $1,942-80.1% |