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 5-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 | $10,981 | $69,763-84.3% | $67,502-83.7% | $74,495-85.3% |
| Participation rate | 84.6% | 71.4%+13.2pp | 72.9%+11.7pp | 67.2%+17.4pp |
| Annual return | 8073.90% | -40.34%+8114.2pp | 3512.12%+4561.8pp | 1364.94%+6709.0pp |
| Employer contribution / active EE | $1,492 | $2,704-44.8% | $2,731-45.4% | $2,623-43.1% |
| Participant deferral / active EE | $1,308 | $3,636-64.0% | $4,000-67.3% | $4,346-69.9% |
| Admin fee / account holder | $547 | $896-39.0% | $3,998-86.3% | $1,942-71.8% |