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 | $12,726 | $100,923-87.4% | $150,045-91.5% | $74,304-82.9% |
| Participation rate | 77.9% | 70.1%+7.8pp | 82.3%-4.5pp | 60.3%+17.5pp |
| Annual return | 64.97% | 51.77%+13.2pp | 62.55%+2.4pp | 29.43%+35.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,924 | $6,709-11.7% | $7,997-25.9% | $3,767+57.3% |
| Admin fee / account holder | $2,054 | $2,767-25.8% | $13,435-84.7% | $2,969-30.8% |