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 | $18,262 | $82,664-77.9% | $125,339-85.4% | $68,494-73.3% |
| Participation rate | 98.1% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,620 | $3,381-22.5% | $4,814-45.6% | $2,596+0.9% |
| Participant deferral / active EE | $4,906 | $6,110-19.7% | $7,446-34.1% | $4,027+21.8% |
| Admin fee / account holder | $2,467 | $6,275-60.7% | $10,010-75.4% | $5,403-54.3% |