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 6-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 | $28,242 | $101,499-72.2% | $147,005-80.8% | $74,546-62.1% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 16.82% | 8732.34%-8715.5pp | 418.76%-401.9pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,742 | $3,811-28.1% | $4,934-44.4% | $2,624+4.5% |
| Participant deferral / active EE | $7,935 | $7,304+8.6% | $8,070-1.7% | $4,347+82.5% |
| Admin fee / account holder | $2,156 | $1,748+23.3% | $13,006-83.4% | $1,944+10.9% |