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 | $24,100 | $109,413-78.0% | $156,263-84.6% | $84,808-71.6% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 20.58% | 20.18%+0.4pp | 59.47%-38.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,924 | $2,907+0.6% | $4,333-32.5% | $2,631+11.1% |
| Participant deferral / active EE | $5,138 | $4,590+11.9% | $6,158-16.6% | $4,212+22.0% |
| Admin fee / account holder | $5,177 | $9,357-44.7% | $14,255-63.7% | $7,344-29.5% |