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 7-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 | $22,616 | $98,750-77.1% | $149,696-84.9% | $79,858-71.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.8pp |
| Annual return | 44.32% | 27.43%+16.9pp | 276.60%-232.3pp | 31.71%+12.6pp |
| Employer contribution / active EE | $2,506 | $3,216-22.1% | $4,644-46.0% | $2,471+1.4% |
| Participant deferral / active EE | $9,618 | $5,680+69.3% | $6,842+40.6% | $3,740+157.2% |
| Admin fee / account holder | $1,770 | $6,053-70.8% | $9,309-81.0% | $5,306-66.6% |