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 9-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 | $7,795 | $81,233-90.4% | $155,567-95.0% | $80,874-90.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.88% | 33.33%-20.4pp | 64.74%-51.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,948 | $3,101-37.2% | $4,674-58.3% | $2,756-29.3% |
| Participant deferral / active EE | $1,186 | $3,452-65.7% | $5,628-78.9% | $4,297-72.4% |
| Admin fee / account holder | $446 | $7,998-94.4% | $15,916-97.2% | $6,935-93.6% |