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 | $10,743 | $69,477-84.5% | $94,646-88.6% | $71,457-85.0% |
| Participation rate | 77.7% | 78.4%-0.8pp | 80.8%-3.1pp | 67.9%+9.8pp |
| Annual return | 688.66% | 29.66%+659.0pp | 156.71%+532.0pp | 28.85%+659.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,646 | $7,345-23.1% | $7,418-23.9% | $4,289+31.6% |
| Admin fee / account holder | $314 | $1,210-74.0% | $7,231-95.7% | $1,587-80.2% |