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 | $22,712 | $88,634-74.4% | $101,326-77.6% | $74,304-69.4% |
| Participation rate | 81.5% | 76.9%+4.6pp | 81.5%0pp | 60.3%+21.1pp |
| Annual return | 215.83% | 33.10%+182.7pp | 36.82%+179.0pp | 29.43%+186.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,767 | $7,322+6.1% | $7,994-2.8% | $3,767+106.2% |
| Admin fee / account holder | $1,271 | $2,425-47.6% | $11,185-88.6% | $2,969-57.2% |