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 | $42,547 | $121,341-64.9% | $189,513-77.5% | $79,386-46.4% |
| Participation rate | 76.3% | 86.1%-9.9pp | 87.8%-11.6pp | 70.7%+5.5pp |
| Annual return | 51.62% | 21.08%+30.5pp | 555.15%-503.5pp | 116.85%-65.2pp |
| Employer contribution / active EE | $3,028 | $3,915-22.6% | $6,162-50.9% | $2,427+24.7% |
| Participant deferral / active EE | $6,108 | $6,395-4.5% | $8,221-25.7% | $4,046+51.0% |
| Admin fee / account holder | $3,981 | $651+511.2% | $12,045-66.9% | $626+535.5% |