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 | $28,500 | $102,553-72.2% | $151,611-81.2% | $66,914-57.4% |
| Participation rate | 91.9% | 85.5%+6.4pp | 87.5%+4.4pp | 69.8%+22.1pp |
| Annual return | -13.85% | -10.82%-3.0pp | 3.33%-17.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,473 | $4,180-40.8% | $6,166-59.9% | $2,544-2.8% |
| Participant deferral / active EE | $3,803 | $6,641-42.7% | $8,363-54.5% | $4,237-10.2% |
| Admin fee / account holder | $997 | $630+58.4% | $11,616-91.4% | $593+68.1% |