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 5-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 | $21,749 | $132,049-83.5% | $200,582-89.2% | $74,304-70.7% |
| Participation rate | 86.7% | 84.1%+2.7pp | 86.9%-0.2pp | 60.3%+26.4pp |
| Annual return | 27.59% | 22.22%+5.4pp | 42.33%-14.7pp | 29.43%-1.8pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $10,968 | $7,213+52.1% | $9,331+17.5% | $3,767+191.1% |
| Admin fee / account holder | $3,373 | $2,405+40.3% | $16,305-79.3% | $2,969+13.6% |