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 7-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 | $11,230 | $59,417-81.1% | $93,606-88.0% | $74,495-84.9% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.38% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,996 | $1,264+57.9% | $2,420-17.5% | $2,623-23.9% |
| Participant deferral / active EE | $1,592 | $3,050-47.8% | $4,411-63.9% | $4,346-63.4% |
| Admin fee / account holder | $447 | $3,021-85.2% | $8,285-94.6% | $1,942-77.0% |