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 10-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 | $29,546 | $136,307-78.3% | $177,821-83.4% | $73,488-59.8% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.4pp | 70.7%+24.5pp |
| Annual return | 15.30% | 18.68%-3.4pp | 48.32%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,468 | $3,712-60.5% | $5,918-75.2% | $2,270-35.3% |
| Participant deferral / active EE | $7,381 | $5,829+26.6% | $7,714-4.3% | $3,740+97.4% |
| Admin fee / account holder | $1,233 | $596+107.1% | $12,427-90.1% | $513+140.4% |