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 | $128,603-67.7% | $197,124-78.9% | $67,986-38.9% |
| Participation rate | 94.7% | 81.7%+13.1pp | 86.7%+8.0pp | 57.2%+37.5pp |
| Annual return | 62.58% | 23.77%+38.8pp | 44.34%+18.2pp | 31.67%+30.9pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $17,440 | $6,840+155.0% | $9,135+90.9% | $3,358+419.4% |
| Admin fee / account holder | $1,444 | $3,035-52.4% | $16,298-91.1% | $3,203-54.9% |