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 | $17,156 | $56,423-69.6% | $77,163-77.8% | $71,457-76.0% |
| Participation rate | 72.3% | 64.3%+8.0pp | 69.6%+2.7pp | 67.9%+4.4pp |
| Annual return | 20.88% | 19.05%+1.8pp | 37.87%-17.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,483 | $3,142-52.8% | $3,833-61.3% | $4,289-65.4% |
| Admin fee / account holder | $3,081 | $1,429+115.6% | $5,472-43.7% | $1,587+94.1% |