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 | $9,399 | $73,867-87.3% | $143,757-93.5% | $68,494-86.3% |
| Participation rate | 98.7% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -11.34% | 1.01%-12.3pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $7,108 | $3,184+123.2% | $4,951+43.6% | $2,596+173.8% |
| Participant deferral / active EE | $1,275 | $3,384-62.3% | $5,637-77.4% | $4,027-68.3% |
| Admin fee / account holder | $1,024 | $5,755-82.2% | $14,673-93.0% | $5,403-81.0% |