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 | $14,368 | $59,535-75.9% | $90,160-84.1% | $62,292-76.9% |
| Participation rate | 75.4% | 73.0%+2.4pp | 76.9%-1.4pp | 69.5%+5.9pp |
| Annual return | 46.04% | 23.53%+22.5pp | 34.88%+11.2pp | 28.90%+17.1pp |
| Employer contribution / active EE | $768 | $1,826-57.9% | $3,318-76.9% | $2,042-62.4% |
| Participant deferral / active EE | $4,624 | $4,639-0.3% | $5,288-12.5% | $3,169+45.9% |
| Admin fee / account holder | $2,123 | $337+530.7% | $5,943-64.3% | $479+342.9% |