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 | $32,364 | $88,083-63.3% | $164,813-80.4% | $74,495-56.6% |
| Participation rate | 80.8% | 73.0%+7.7pp | 78.6%+2.2pp | 67.2%+13.6pp |
| Annual return | 12.77% | 17.26%-4.5pp | 69.93%-57.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,581 | $2,593-39.0% | $4,341-63.6% | $2,623-39.7% |
| Participant deferral / active EE | $2,367 | $4,498-47.4% | $6,031-60.7% | $4,346-45.5% |
| Admin fee / account holder | $2,831 | $2,234+26.7% | $12,690-77.7% | $1,942+45.8% |