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 | $15,213 | $80,968-81.2% | $96,544-84.2% | $75,163-79.8% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 20.59% | 27.06%-6.5pp | 25.84%-5.3pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,515 | $2,282-33.6% | $2,965-48.9% | $2,670-43.2% |
| Participant deferral / active EE | $2,112 | $3,928-46.2% | $4,851-56.5% | $4,125-48.8% |
| Admin fee / account holder | $1,462 | $6,724-78.3% | $8,252-82.3% | $5,651-74.1% |