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 3-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 | $16,898 | $100,923-83.3% | $150,045-88.7% | $74,304-77.3% |
| Participation rate | 87.9% | 70.1%+17.9pp | 82.3%+5.6pp | 60.3%+27.6pp |
| Annual return | 122.21% | 51.77%+70.4pp | 62.55%+59.7pp | 29.43%+92.8pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,513 | $6,709+12.0% | $7,997-6.1% | $3,767+99.4% |
| Admin fee / account holder | $399 | $2,767-85.6% | $13,435-97.0% | $2,969-86.6% |