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 8-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 | $15,583 | $72,012-78.4% | $185,823-91.6% | $79,858-80.5% |
| Participation rate | 97.4% | 65.8%+31.6pp | 78.0%+19.3pp | 69.6%+27.7pp |
| Annual return | 27.66% | 23.12%+4.5pp | 35.95%-8.3pp | 31.71%-4.1pp |
| Employer contribution / active EE | $2,265 | $1,965+15.3% | $4,087-44.6% | $2,471-8.3% |
| Participant deferral / active EE | $5,476 | $3,779+44.9% | $5,632-2.8% | $3,740+46.4% |
| Admin fee / account holder | $1,828 | $4,513-59.5% | $9,500-80.8% | $5,306-65.5% |