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 | $53,053-84.3% | $126,539-93.4% | $74,304-88.8% |
| Participation rate | 100.0% | 48.0%+52.0pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 30.47% | 29.46%+1.0pp | 425.95%-395.5pp | 29.43%+1.0pp |
| Employer contribution / active EE | $943 | $1,168-19.2% | $3,674-74.3% | $2,241-57.9% |
| Participant deferral / active EE | $2,359 | $2,303+2.4% | $4,083-42.2% | $3,767-37.4% |
| Admin fee / account holder | $1,292 | $3,698-65.1% | $6,065-78.7% | $2,969-56.5% |