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 | $24,057 | $63,299-62.0% | $91,001-73.6% | $62,292-61.4% |
| Participation rate | 79.8% | 73.3%+6.5pp | 75.6%+4.2pp | 69.5%+10.3pp |
| Annual return | 18.09% | 20.99%-2.9pp | 4.60%+13.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $896 | $1,807-50.4% | $2,456-63.5% | $2,042-56.1% |
| Participant deferral / active EE | $1,734 | $2,943-41.1% | $3,547-51.1% | $3,169-45.3% |
| Admin fee / account holder | $682 | $468+45.8% | $5,417-87.4% | $479+42.2% |