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 | $21,003 | $79,944-73.7% | $98,439-78.7% | $75,163-72.1% |
| Participation rate | 90.1% | 70.4%+19.7pp | 75.2%+15.0pp | 67.2%+22.9pp |
| Annual return | 15.21% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,244 | $2,264-45.1% | $3,048-59.2% | $2,670-53.4% |
| Participant deferral / active EE | $1,946 | $3,752-48.1% | $4,738-58.9% | $4,125-52.8% |
| Admin fee / account holder | $1,307 | $6,840-80.9% | $8,948-85.4% | $5,651-76.9% |