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 | $7,048 | $88,360-92.0% | $145,433-95.2% | $67,986-89.6% |
| Participation rate | 73.9% | 65.5%+8.5pp | 82.1%-8.2pp | 57.2%+16.7pp |
| Annual return | 16.24% | 63.15%-46.9pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,431 | $3,054-53.1% | $4,554-68.6% | $2,019-29.1% |
| Participant deferral / active EE | $1,892 | $5,932-68.1% | $7,897-76.0% | $3,358-43.6% |
| Admin fee / account holder | $851 | $3,313-74.3% | $13,129-93.5% | $3,203-73.4% |