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 | $21,894 | $95,803-77.1% | $113,168-80.7% | $84,808-74.2% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 15.02% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,734 | $2,360-26.5% | $2,975-41.7% | $2,631-34.1% |
| Participant deferral / active EE | $2,303 | $4,242-45.7% | $5,107-54.9% | $4,212-45.3% |
| Admin fee / account holder | $9,593 | $8,989+6.7% | $12,068-20.5% | $7,344+30.6% |