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 | $19,973 | $67,411-70.4% | $91,001-78.1% | $70,131-71.5% |
| Participation rate | 98.5% | 71.4%+27.1pp | 75.6%+22.9pp | 69.5%+28.9pp |
| Annual return | 14.43% | -40.16%+54.6pp | 4.60%+9.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,243 | $1,786-30.4% | $2,456-49.4% | $2,342-46.9% |
| Participant deferral / active EE | $2,935 | $2,823+4.0% | $3,547-17.3% | $3,332-11.9% |
| Admin fee / account holder | $11,764 | $4,236+177.7% | $5,417+117.2% | $4,645+153.2% |