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 | $23,120 | $87,870-73.7% | $113,168-79.6% | $74,304-68.9% |
| Participation rate | 93.0% | 70.7%+22.3pp | 76.6%+16.5pp | 60.3%+32.7pp |
| Annual return | 15.07% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,035 | $2,277-54.5% | $2,975-65.2% | $2,241-53.8% |
| Participant deferral / active EE | $2,903 | $4,241-31.6% | $5,107-43.2% | $3,767-23.0% |
| Admin fee / account holder | $696 | $3,368-79.3% | $12,068-94.2% | $2,969-76.5% |