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 | $128,603-83.1% | $197,124-89.0% | $67,986-68.0% |
| Participation rate | 86.7% | 81.7%+5.0pp | 86.7%0pp | 57.2%+29.5pp |
| Annual return | 27.59% | 23.77%+3.8pp | 44.34%-16.8pp | 31.67%-4.1pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,968 | $6,840+60.3% | $9,135+20.1% | $3,358+226.6% |
| Admin fee / account holder | $3,373 | $3,035+11.1% | $16,298-79.3% | $3,203+5.3% |