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 | $12,503 | $52,953-76.4% | $172,739-92.8% | $65,185-80.8% |
| Participation rate | 94.0% | 66.2%+27.8pp | 82.6%+11.4pp | 70.2%+23.8pp |
| Annual return | 18.23% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,322 | $2,190-39.6% | $5,143-74.3% | $2,177-39.2% |
| Participant deferral / active EE | $1,652 | $2,471-33.1% | $5,198-68.2% | $3,514-53.0% |
| Admin fee / account holder | $1,818 | $472+285.1% | $13,954-87.0% | $847+114.6% |