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 9-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.
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 | $14,196 | $60,989-76.7% | $60,874-76.7% | $66,914-78.8% |
| Participation rate | 99.0% | 74.5%+24.5pp | 73.1%+25.9pp | 69.8%+29.2pp |
| Annual return | -15.37% | -9.60%-5.8pp | 16.90%-32.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,530 | $2,661-4.9% | $2,701-6.3% | $2,544-0.6% |
| Participant deferral / active EE | $1,986 | $3,615-45.1% | $3,817-48.0% | $4,237-53.1% |
| Admin fee / account holder | $483 | $338+42.7% | $3,224-85.0% | $593-18.6% |