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 4-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 | $8,329 | $51,736-83.9% | $120,225-93.1% | $67,986-87.7% |
| Participation rate | 100.0% | 46.1%+53.9pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 30.47% | 31.98%-1.5pp | 439.23%-408.8pp | 31.67%-1.2pp |
| Employer contribution / active EE | $943 | $1,071-12.0% | $3,475-72.9% | $2,019-53.3% |
| Participant deferral / active EE | $2,359 | $2,206+6.9% | $3,999-41.0% | $3,358-29.8% |
| Admin fee / account holder | $1,292 | $4,159-68.9% | $5,696-77.3% | $3,203-59.7% |