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 | $17,057 | $79,013-78.4% | $100,391-83.0% | $74,495-77.1% |
| Participation rate | 91.9% | 79.5%+12.4pp | 81.5%+10.4pp | 67.2%+24.7pp |
| Annual return | 26.83% | 20.41%+6.4pp | 49.20%-22.4pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,891 | $7,760+1.7% | $8,082-2.4% | $4,346+81.6% |
| Admin fee / account holder | $352 | $1,320-73.3% | $7,899-95.5% | $1,942-81.9% |