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 10-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 | $18,490 | $54,364-66.0% | $77,999-76.3% | - |
| Participation rate | 82.8% | 73.9%+9.0pp | 75.5%+7.3pp | - |
| Annual return | 9.83% | 2.71%+7.1pp | 425.96%-416.1pp | - |
| Employer contribution / active EE | $693 | $1,328-47.8% | $2,470-71.9% | - |
| Participant deferral / active EE | $3,709 | $2,800+32.4% | $3,497+6.1% | - |
| Admin fee / account holder | $1,393 | $3,826-63.6% | $5,480-74.6% | - |