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 4-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 | $34,807 | $138,347-74.8% | $184,203-81.1% | $80,856-57.0% |
| Participation rate | 90.1% | 83.9%+6.3pp | 86.8%+3.3pp | 67.6%+22.5pp |
| Annual return | 15.95% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,490 | $7,071+34.2% | $9,131+3.9% | $4,296+120.9% |
| Admin fee / account holder | $3,888 | $10,483-62.9% | $13,901-72.0% | $6,918-43.8% |