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 | $8,964 | $79,634-88.7% | $96,707-90.7% | $79,634-88.7% |
| Participation rate | 79.2% | 62.5%+16.7pp | 80.4%-1.2pp | 62.5%+16.7pp |
| Annual return | 101.32% | 36.46%+64.9pp | 34.78%+66.5pp | 36.46%+64.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $4,191-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,136 | $3,835+7.9% | $5,997-31.0% | $3,835+7.9% |
| Admin fee / account holder | $367 | $1,002-63.3% | $7,503-95.1% | $1,002-63.3% |