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 | $15,657 | $130,194-88.0% | $169,993-90.8% | $71,457-78.1% |
| Participation rate | 87.9% | 86.1%+1.7pp | 87.0%+0.9pp | 67.9%+20.0pp |
| Annual return | 272.36% | 20.37%+252.0pp | 53.37%+219.0pp | 28.85%+243.5pp |
| Employer contribution / active EE | $1,343 | $4,381-69.4% | $6,785-80.2% | $2,588-48.1% |
| Participant deferral / active EE | $4,132 | $6,923-40.3% | $10,408-60.3% | $4,289-3.7% |
| Admin fee / account holder | $314 | $966-67.5% | $12,815-97.5% | $1,587-80.2% |