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 | $26,734 | $100,923-73.5% | $150,045-82.2% | $74,304-64.0% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.3%+0.4pp | 60.3%+22.3pp |
| Annual return | 39.25% | 51.77%-12.5pp | 62.55%-23.3pp | 29.43%+9.8pp |
| Employer contribution / active EE | $1,171 | $3,463-66.2% | $4,693-75.1% | $2,241-47.8% |
| Participant deferral / active EE | $6,652 | $6,709-0.9% | $7,997-16.8% | $3,767+76.6% |
| Admin fee / account holder | $864 | $2,767-68.8% | $13,435-93.6% | $2,969-70.9% |