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 | $41,572 | $132,049-68.5% | $200,582-79.3% | $74,304-44.1% |
| Participation rate | 94.7% | 84.1%+10.7pp | 86.9%+7.9pp | 60.3%+34.4pp |
| Annual return | 62.58% | 22.22%+40.4pp | 42.33%+20.2pp | 29.43%+33.1pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $17,440 | $7,213+141.8% | $9,331+86.9% | $3,767+362.9% |
| Admin fee / account holder | $1,444 | $2,405-40.0% | $16,305-91.1% | $2,969-51.4% |