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 | $34,737 | $87,870-60.5% | $113,168-69.3% | $74,304-53.3% |
| Participation rate | 90.7% | 70.7%+20.0pp | 76.6%+14.2pp | 60.3%+30.4pp |
| Annual return | 57.80% | 26.44%+31.4pp | 24.27%+33.5pp | 29.43%+28.4pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,234 | $4,241+117.7% | $5,107+80.8% | $3,767+145.1% |
| Admin fee / account holder | $2,459 | $3,368-27.0% | $12,068-79.6% | $2,969-17.2% |