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 6-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 | $12,815 | $73,933-82.7% | $96,683-86.7% | $75,163-83.0% |
| Participation rate | 90.4% | 66.4%+24.0pp | 74.3%+16.1pp | 67.2%+23.2pp |
| Annual return | 27.53% | 26.70%+0.8pp | 35.69%-8.2pp | 160.62%-133.1pp |
| Employer contribution / active EE | $1,523 | $2,928-48.0% | $3,737-59.2% | $2,670-43.0% |
| Participant deferral / active EE | $2,677 | $3,659-26.8% | $4,878-45.1% | $4,125-35.1% |
| Admin fee / account holder | $734 | $5,216-85.9% | $6,730-89.1% | $5,651-87.0% |