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 | $34,655 | $88,083-60.7% | $164,813-79.0% | $74,495-53.5% |
| Participation rate | 79.6% | 73.0%+6.6pp | 78.6%+1.0pp | 67.2%+12.4pp |
| Annual return | 66.72% | 17.26%+49.5pp | 69.93%-3.2pp | 1364.94%-1298.2pp |
| Employer contribution / active EE | $5,429 | $2,593+109.4% | $4,341+25.1% | $2,623+107.0% |
| Participant deferral / active EE | $10,770 | $4,498+139.4% | $6,031+78.6% | $4,346+147.8% |
| Admin fee / account holder | $4,195 | $2,234+87.8% | $12,690-66.9% | $1,942+116.0% |