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 3-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 | $10,426 | $88,083-88.2% | $164,813-93.7% | $74,495-86.0% |
| Participation rate | 88.1% | 73.0%+15.1pp | 78.6%+9.5pp | 67.2%+20.9pp |
| Annual return | 12.39% | 17.26%-4.9pp | 69.93%-57.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,601 | $2,593-38.3% | $4,341-63.1% | $2,623-39.0% |
| Participant deferral / active EE | $3,111 | $4,498-30.8% | $6,031-48.4% | $4,346-28.4% |
| Admin fee / account holder | $1,104 | $2,234-50.6% | $12,690-91.3% | $1,942-43.2% |