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 6-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 | $14,023 | $74,927-81.3% | $101,794-86.2% | $84,808-83.5% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+27.9pp | 68.3%+28.8pp |
| Annual return | 26.16% | 18.70%+7.5pp | 30.53%-4.4pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,971 | $1,522+29.5% | $2,289-13.9% | $2,631-25.1% |
| Participant deferral / active EE | $3,013 | $3,099-2.8% | $4,084-26.2% | $4,212-28.5% |
| Admin fee / account holder | $1,163 | $6,514-82.1% | $8,777-86.7% | $7,344-84.2% |