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 | $8,742 | $51,244-82.9% | $80,975-89.2% | $55,167-84.2% |
| Participation rate | 92.8% | 71.7%+21.1pp | 75.8%+17.0pp | 69.0%+23.8pp |
| Annual return | 25.40% | 17.39%+8.0pp | 17.10%+8.3pp | 169.23%-143.8pp |
| Employer contribution / active EE | $468 | $1,770-73.5% | $3,714-87.4% | $1,963-76.1% |
| Participant deferral / active EE | $5,435 | $4,418+23.0% | $5,696-4.6% | $3,054+77.9% |
| Admin fee / account holder | $795 | $398+99.8% | $5,516-85.6% | $504+57.9% |