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 9-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 | $15,600 | $60,989-74.4% | $60,874-74.4% | $66,914-76.7% |
| Participation rate | 71.6% | 74.5%-2.8pp | 73.1%-1.5pp | 69.8%+1.8pp |
| Annual return | -14.35% | -9.60%-4.8pp | 16.90%-31.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,746 | $2,661-34.4% | $2,701-35.4% | $2,544-31.4% |
| Participant deferral / active EE | $2,543 | $3,615-29.6% | $3,817-33.4% | $4,237-40.0% |
| Admin fee / account holder | $1,651 | $338+387.8% | $3,224-48.8% | $593+178.3% |