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 | $1,298 | $56,317-97.7% | $71,209-98.2% | $74,304-98.3% |
| Participation rate | 84.0% | 55.1%+28.9pp | 73.8%+10.2pp | 60.3%+23.6pp |
| Annual return | 14.20% | 42.83%-28.6pp | 282.51%-268.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $655 | $2,788-76.5% | $4,175-84.3% | $3,767-82.6% |
| Admin fee / account holder | $776 | $2,290-66.1% | $5,349-85.5% | $2,969-73.9% |