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 | $23,098 | $59,417-61.1% | $93,606-75.3% | $74,495-69.0% |
| Participation rate | 96.9% | 59.7%+37.2pp | 68.7%+28.2pp | 67.2%+29.7pp |
| Annual return | 28.31% | 81.83%-53.5pp | 133.20%-104.9pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,214 | $3,050-27.4% | $4,411-49.8% | $4,346-49.1% |
| Admin fee / account holder | $2,620 | $3,021-13.3% | $8,285-68.4% | $1,942+34.9% |