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 | $6,052 | $46,297-86.9% | $71,671-91.6% | $62,292-90.3% |
| Participation rate | 88.3% | 60.6%+27.7pp | 68.7%+19.6pp | 69.5%+18.8pp |
| Annual return | 0.00% | 22.32%-22.3pp | 20.65%-20.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $160 | $1,412-88.7% | $2,460-93.5% | $2,042-92.2% |
| Participant deferral / active EE | $1,064 | $2,235-52.4% | $3,438-69.0% | $3,169-66.4% |
| Admin fee / account holder | $2,188 | $461+374.9% | $5,558-60.6% | $479+356.4% |