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 | $13,061 | $65,376-80.0% | $87,100-85.0% | $65,185-80.0% |
| Participation rate | 94.2% | 75.3%+18.8pp | 76.9%+17.3pp | 70.2%+24.0pp |
| Annual return | 22.35% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $938 | $1,822-48.5% | $2,521-62.8% | $2,177-56.9% |
| Participant deferral / active EE | $2,405 | $3,388-29.0% | $4,049-40.6% | $3,514-31.6% |
| Admin fee / account holder | $1,677 | $520+222.7% | $7,497-77.6% | $847+98.0% |