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 5-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 | $20,606 | $174,380-88.2% | $108,579-81.0% | - |
| Participation rate | 100.0% | 70.3%+29.7pp | 79.6%+20.4pp | - |
| Annual return | 8.98% | 1.91%+7.1pp | -51.70%+60.7pp | - |
| Employer contribution / active EE | $1,619 | $1,536+5.4% | $3,758-56.9% | - |
| Participant deferral / active EE | $3,801 | $2,685+41.6% | $4,311-11.8% | - |
| Admin fee / account holder | $10,423 | $13,800-24.5% | $7,645+36.3% | - |