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 9-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 | $17,319 | $76,050-77.2% | $96,544-82.1% | $71,457-75.8% |
| Participation rate | 74.1% | 74.4%-0.3pp | 76.0%-1.9pp | 67.9%+6.2pp |
| Annual return | 17.23% | 22.81%-5.6pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,885 | $2,244-16.0% | $2,965-36.4% | $2,588-27.1% |
| Participant deferral / active EE | $2,869 | $4,215-31.9% | $4,851-40.9% | $4,289-33.1% |
| Admin fee / account holder | $2,440 | $2,707-9.9% | $8,252-70.4% | $1,587+53.7% |