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 | $9,317 | $56,484-83.5% | $169,463-94.5% | $64,186-85.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.86% | -1.55%-0.3pp | 1.83%-3.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,647 | $1,832-10.1% | $4,159-60.4% | $2,381-30.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $522 | $4,174-87.5% | $9,109-94.3% | $4,888-89.3% |