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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,739 | $86,929-96.8% | $102,423-97.3% | $80,856-96.6% |
| Participation rate | 95.7% | 72.4%+23.4pp | 76.5%+19.3pp | 67.6%+28.1pp |
| Annual return | 3.37% | 18.88%-15.5pp | 29.32%-26.0pp | 35.59%-32.2pp |
| Employer contribution / active EE | $587 | $2,369-75.2% | $3,023-80.6% | $2,755-78.7% |
| Participant deferral / active EE | $2,046 | $4,118-50.3% | $5,053-59.5% | $4,296-52.4% |
| Admin fee / account holder | $517 | $8,049-93.6% | $9,451-94.5% | $6,918-92.5% |